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Tristin Johnson

Advisor at LPL Enterprise

Updated today

Location

Perryville, MO 63775

Credentials

Series 66

Industry experience

2 years

About

Tristin Johnson is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Peoples Community Bank. His background also includes roles outside finance, such as positions at Southeast Missouri University and Greenville High School. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services under one platform.

Client services

Based on LPL Enterprise

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

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

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

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

125 A Perry Plaza

Perryville, MO 63775

Most active in

Missouri

Work history

LPL Enterprise

2024 - Present (2 years)

The Prudential Insurance Company of America

2024 - Present (2 years)

Pruco Securities LLC

2024 - 2024 (1 year)

Peoples Community Bank

2023 - Present (3 years)

One Main Financial

2021 - 2023 (2 years)

W.W. Wood Products

2019 - 2021 (2 years)

Menard Inc

2018 - 2019 (1 year)

Ozark Fitness

2017 - 2018 (1 year)

Stand Still Ink

2017 - 2017 (1 year)

Southeast Missouri University

2016 - 2017 (1 year)

Greenville High School

2012 - 2016 (4 years)

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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Kendra T

Series 63, Series 66

Perryville, MO

Thrivent Investment Management

Kendra Troncale is a financial advisor at Thrivent Investment Management with 27 years of industry experience. She has held her current roles at Thrivent Investment Management Inc and Thrivent Financial for Lutherans since 2002. She holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Business ownership considerations

Keith L

Series 63, Series 66

Perryville, MO

Edward Jones

Keith Lorenz is a financial advisor with Edward Jones in Perryville, MO, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Shane G

Series 66

Perryville, MO

Thrivent Investment Management

Shane Galeski is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Proctor & Gamble and Toyoda Gosei. Outside of his advisory role, he serves as a firefighter with the Perryville Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics through a network of advisors. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Business ownership considerations
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Clay E

Series 63, Series 66

Perryville, MO

Thrivent Investment Management

Clay Eubanks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 certifications and over 18 years of combined experience, including a 15-year tenure at Procter and Gamble. He has been with Thrivent and its related entities continuously since 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a wide range of financial topics and allows clients to integrate planning with managed-account programs without discretionary trading authority.

Business ownership considerations
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Annette C

Series 63, Series 66

Perryville, MO

Edward Jones

Annette Coke Staggs is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daniel C

Series 63, Series 65

Chester, IL

LPL Financial

Daniel Colvis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at SII Investments, Inc. before joining LPL Financial in 2018. Outside of his advisory role, Colvis serves as Treasurer for the City of Chester, managing reinvestment of municipal funds, and holds board positions with local nonprofit and for-profit organizations. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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