Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
30 years
Location
Oakley, KS 67748
LPL Financial
Institution
Thomas Annis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2021, he was affiliated with Waddell & Reed, Inc. for 25 years and has also been involved in local volunteer activities including the Prairie Rose Harmony and Tumbleweed Chorus. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Oakley, KS
114 Center Avenue
Oakley KS 67748
Advisors at this office
1
Kansas · Texas
30 years of industry experience
LPL Financial
2021 - Present • 5 years
Oakley, KS
Thomas Annis
2020 - 2021 • 1 year
Oakley, KS
Tumbleweed Chorus
2020 - 2021 • 1 year
Oakley, KS
Prairie Rose Harmony
2018 - 2021 • 3 years
Colby, KS
Tumbleweed Chorus - BHS
2012 - 2018 • 6 years
Colby, KS
Various Insurance Carriers For W&R Insurance Agencies
1996 - 2021 • 25 years
Oakley, KS
Waddell & Reed, Inc.
1996 - 2021 • 25 years
Oakley, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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