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Richard Dean Croll

Advisor at LPL Financial — New Strawn, KS

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

New Strawn, KS

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,465 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Richard Croll is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at LPL Financial since 2009, following previous roles at Mutual Service Corporation and Ameriprise. Outside of financial advising, he serves as an elected County Treasurer in Coffey County, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

New Strawn, KS

New Strawn KS

Advisors at this office

1

Most active in

Kansas · Texas

Work history

26 years of industry experience

LPL Financial, LLC

2009 - Present • 17 years

New Strawn, KS

Mutual Service Corporation

2008 - 2009 • 1 year

KS

Ameriprise

2003 - 2008 • 5 years

KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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