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Kevin K

Series 63, Series 65

Durango, CO

LPL Enterprise

Kevin Krystofiak is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including 23 years at Pruco Securities, LLC and 30 years with Prudential Insurance Company of America. He volunteers on the fundraising committee at his children’s school. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines investment advice, third-party asset management, and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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John D

Series 63, Series 65

Durango, CO

LPL Enterprise

John Dugas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His other business involvement includes passive participation in real estate rental operations and residential assisted living facility development. LPL Enterprise serves a broad client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Eddie B

Series 63, Series 66

Durango, CO

LPL Enterprise

Eddie Bailey Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include nearly a decade at Wells Fargo Clearing and several years at Wells Fargo Advisors LLC, as well as a long tenure with Wells Fargo Bank NA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of financial products, operating an integrated platform that combines advisor programs with active product sales and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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