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Carlie K
Series 63, Series 65
St Louis, MO
LPL Enterprise
Carlie Kent is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, she worked at The Prudential Insurance Company of America, Pruco Securities LLC, Beyond Wealth Advisors, Raymond James, and American Century Investment Services. She is also involved with The Opus Group, where she serves as a financial advisor focusing on insurance and financial services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a broad network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust services.
Christopher A
Series 63, Series 65
St Louis, MO
LPL Enterprise
Christopher Alexander is a financial advisor at LPL Enterprise with 25 years of experience in the industry. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Outside of advisory work, he is employed as a table games manager at Argosy Casino. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm primarily offers model-driven investment solutions and access to third-party asset managers, along with affiliated insurance and trust services.
Eddie B
Series 63, Series 65
St Louis, MO
LPL Enterprise
Eddie Batts is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. Outside of advising, he is involved in real estate rental activities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, and institutional entities through a network of investment adviser representatives. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated services including insurance and trustee offerings.
Brian C
Series 63, Series 65
St Louis, MO
LPL Enterprise
Brian Cleary is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC, where he worked for a combined 16 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, primarily using model-driven investment strategies and offering access to third-party asset managers.
Joshua D
Series 66
St Louis, MO
LPL Enterprise
Joshua Derwin is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, MSI Financial Services, Inc., and Morgan Stanley DW Inc. He is also the managing member of Expedition Financial Services, an insurance and financial services firm. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Michael N
Series 63, Series 65
St Louis, MO
LPL Enterprise
Michael Nemetz is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.
James F
CFP®, Series 63, Series 66
St Louis, MO
LPL Enterprise
James Friddell is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, MML Investors Services, MassMutual Life Insurance Company, and UBS Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it also offers access to insurance products and affiliated trust services.
Nathan Z
Series 66
St Louis, MO
LPL Enterprise
Nathan Zornes is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Blake Robbins. Outside of advisory work, he is involved with Robbins Financial, a business related to his LPL activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
Mark K
Series 63, Series 65
St Louis, MO
LPL Enterprise
Mark Koski is a financial advisor at LPL Enterprise in St. Louis, MO, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.
Brandon J
Series 66
St Louis, MO
LPL Enterprise
Brandon Joslin is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated insurance services.
Benjamin G
Series 63, Series 65
St Louis, MO
LPL Enterprise
Benjamin Gelt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Prudential Insurance Company of America, Grey Eagle Distributors, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.
Craig F
CFP®, Series 63, Series 65
St Louis, MO
LPL Enterprise
Craig Friedrichsen is a CFP® professional with 30 years of experience in the financial services industry. He currently works with LPL Enterprise and has previous experience at Prudential Insurance Company of America, Pruco Securities, Voya Financial Advisors, and Ameriprise Advisor Services. Outside of his advisory role, he coaches youth volleyball for the MAVS LLC organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participates in a wrap program.
Joel B
CFP®, Series 63, Series 66
St Louis, MO
LPL Enterprise
Joel Barjenbruch is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and D.H. Hill Advisors, Inc. Barjenbruch also holds responsibilities as a Medicare agent and has engaged in marketing and client relations within affiliated business activities. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes a model-driven investment approach and provides access to third-party asset managers, alongside affiliated insurance and trust services.
Miranda W
Series 66
St Louis, MO
LPL Enterprise
Miranda Williams is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.
Kevin M
Series 66
St Louis, MO
LPL Enterprise
Kevin Morkassel is a financial advisor with LPL Enterprise who holds a Series 66 credential and has 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Investment Centers of America, and Edward Jones. Outside of his advisory work, he serves as a deacon focused on community outreach for the West End Church of Christ and occasionally substitutes as a preacher. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm employs model-driven investment strategies and provides access to third-party asset managers, financial planning, and various non-securities products through affiliated entities.
Jay H
Series 66
St Louis, MO
LPL Enterprise
Jay Hill is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions outside financial services, including managing a business named JayMart. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers and financial planning services.
Jacob P
Series 66
St Louis, MO
LPL Enterprise
Jacob Pfeiffer is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of the financial industry, he has been involved with management duties at Chuck E Cheese for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm’s investment approach is largely model-driven, featuring access to third-party asset managers, financial planning, and a range of affiliated financial and insurance products.
John J
Series 63, Series 65
St Louis, MO
LPL Enterprise
John Jensen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Jensen is based in St. Louis, MO. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated trust and insurance services.
Paul G
Series 66
St Louis, MO
LPL Enterprise
Paul Gill is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as a middle school baseball coach at John Burroughs School. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients, utilizing model-driven investment approaches and offering access to third-party asset managers and insurance products through its network of investment adviser representatives.
Benjamin F
Series 66
St Louis, MO
LPL Enterprise
Benjamin Fox is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved in property and casualty insurance solicitation through Focus Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.
Robert M
Series 66
St Louis, MO
LPL Enterprise
Robert Mcnamee is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2004 through 2024. Mcnamee is involved in Front Porch Financial, an affiliated business related to his LPL activities. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, model-driven investment portfolios, and insurance product sales through affiliated entities.
David S
Series 63, Series 65
St Louis, MO
LPL Enterprise
David Smith is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. Outside of his advisory role, Smith owns and manages an RV park through Eastfork Holdings LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically implements investments using model-driven portfolios and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.
William D
Series 66
St Louis, MO
LPL Enterprise
William Difani is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. He has previously worked at firms including Edward Jones, Mass Mutual Life Insurance Co, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in family farming partnerships in the St. Louis area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment solutions through a large network of investment adviser representatives.
Adam M
Series 63, Series 66
St Louis, MO
LPL Enterprise
Adam Maddox is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by in-house research, third-party strategists, or TAMP sponsors, and offers financial planning, access to third-party asset managers, and a wrap program.
Susan A
Series 63, Series 66
St Louis, MO
LPL Enterprise
Susan Adams is a financial professional with 12 years of industry experience, currently affiliated with LPL Enterprise. She holds the Series 63 and Series 66 credentials and has worked at firms including Prudential Insurance Company of America and New York Life. In addition to her advisory role, she is involved in insurance sales and operates through Envision Strategies, LLC, focusing on insurance and investment services. LPL Enterprise, LLC serves a wide range of clients including individual and high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
James W
Series 66
St Louis, MO
LPL Enterprise
James Weger is a financial advisor with LPL Enterprise, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and First Command Financial Planning. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program while also providing affiliated trust, insurance, and lending services.
Runzi Z
Series 66
St Louis, MO
LPL Enterprise
Runzi Zhu is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Zhu worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.
William K
Series 63, Series 66
St Louis, MO
LPL Enterprise
William Keene is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Knights of Columbus. Outside of his advisory work, he serves as a coach at Perry Park Center. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.
Michael R
Series 63, Series 65
St Louis, MO
LPL Enterprise
Michael Roughton is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in educating clients on Medicare and selling Medicare supplement and prescription drug plans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm primarily utilizes model-driven investment implementation and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.
Nicholas K
Series 66
St Louis, MO
LPL Enterprise
Nicholas Kroll is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is also involved with DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and various non-securities services through affiliated entities.
Nicholas L
Series 63, Series 66
St Louis, MO
LPL Enterprise
Nicholas Love is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 35 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, and NFP Securities. He also operates Love Insurance and Financial Services Inc., which sells health and Medicare insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches with access to third-party asset managers and offers services including financial planning, consulting, and insurance product facilitation through affiliated entities.
Brian P
Series 63, Series 65
St Louis, MO
LPL Enterprise
Brian Parker is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and New England Securities. He serves as a board member of Immanuel Lutheran Church and sells disability insurance to doctors. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.
Anthony M
Series 66
St Louis, MO
LPL Enterprise
Anthony Manasseri is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, providing access to third-party asset managers and financial planning services through a network of investment adviser representatives.
Joel S
Series 63, Series 66
St Louis, MO
LPL Enterprise
Joel Shafer is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 registrations and four years of industry experience. His prior roles include positions at Northwestern Mutual and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.
Michael K
Series 66
St Louis, MO
LPL Enterprise
Michael Kelly is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC since 2024. Outside of finance, he is involved with Crystal v International Exports, where he has been active since 2021. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.
Matthew M
Series 66
St Louis, MO
LPL Enterprise
Matthew Mcdonough is a financial advisor with LPL Enterprise, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is a 50% owner of a local restaurant in St. Louis, Missouri. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and various affiliated financial services.
Bruce C
Series 66
St Louis, MO
LPL Enterprise
Bruce Clithero Jr. is a financial advisor with LPL Enterprise located in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he has been involved with Rosalita's Cantina since 2019. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.
Dominic R
Series 65, Series 66
St Louis, MO
LPL Enterprise
Dominic Renaud is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he coaches hockey group classes and individual players at Saint Peters Rec Plex. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning, while also facilitating insurance product sales through affiliated entities.
Larry G
Series 63, Series 65
St Louis, MO
LPL Enterprise
Larry Grubish is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in St. Louis, MO. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Curtis B
CFP®, Series 63, Series 65
St Louis, MO
LPL Enterprise
Curtis Behrend is a CFP® with 14 years of industry experience currently with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial for Lutherans. He is also engaged in managing a financial planning and investment advisement business under Behrend Wealth Management, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.
Warren C
Series 66
St Louis, MO
LPL Enterprise
Warren Collins is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has prior work history with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved with PQH Wireless. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm generally implements investment strategies using model portfolios developed by internal and third-party research, offering financial planning, access to asset managers, and participation in wrap programs.
Michael G
Series 66
St Louis, MO
LPL Enterprise
Michael Gryglewski is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. Based in St. Louis, MO, Gryglewski's background spans both advisory and insurance sectors. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.
Justin H
Series 63, Series 66
St Louis, MO
LPL Enterprise
Justin Hattenhauer is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various roles from 2018 to 2024. He serves as Treasurer for the International Food and Wine Society, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
David E
Series 63, Series 65
St Louis, MO
LPL Enterprise
David Emring is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His career includes roles at Wells Fargo Advisors and PNC Wealth Management. Outside of his advisory work, he is a charter captain for Anchor Rides in Saint Petersburg, Florida. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and a wrap program.
John L
Series 63, Series 66
St Louis, MO
LPL Enterprise
John Lavelle is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Oppenheimer, and has overseen operations at Focus Financial Services, a property and casualty insurance firm he has been involved with since 1999. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.
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