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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 designations and nine years of industry experience. Prior to joining LPL Enterprise, she worked at firms including The Prudential Insurance Company of America, Beyond Wealth Advisors, Raymond James Financial Services, and American Century Investment Services. She is also involved in insurance and financial services through her role with The Opus Group. LPL Enterprise serves a diverse 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 management programs. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.
Christopher A
Series 63, Series 65
St Louis, MO
LPL Enterprise
Christopher Alexander is a financial advisor with LPL Enterprise in St. Louis, Missouri, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Prudential Insurance Company of America since 2001 and joined LPL Enterprise in 2024. Outside of his advisory role, he works as a table games manager at Argosy Casino. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.
Phillip W
Series 63, Series 66
St Louis, MO
LPL Enterprise
Phillip Wight is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Mass Mutual Investors Services, New York Life, Guardian Life Insurance, and Larson Financial Group. Outside of advisory work, he is a volunteer handler for the nonprofit Dogs on Duty and owns a transportation business, StlTopRides. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Eddie B
Series 63, Series 65
St Louis, MO
LPL Enterprise
Eddie Batts is a financial advisor with LPL Enterprise in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in real estate ownership related to investment activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio services, third-party asset management, and access to various financial products within an integrated platform.
Brian C
Series 63, Series 65
St Louis, MO
LPL Enterprise
Brian Cleary is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Prudential Insurance Company of America and OneAmerica Securities. LPL Enterprise serves a diverse 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 programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.
Joshua D
Series 66
St Louis, MO
LPL Enterprise
Joshua Derwin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 21 years of industry experience, including roles at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is the managing member of Expedition Financial Services, an insurance and financial services business. LPL Enterprise serves a diverse client base spanning individuals, retirement plans, charities, corporations, and institutions through advisory and brokerage channels. The firm offers a range of services, including financial planning, model portfolio management, and access to third-party asset managers.
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. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. He holds Series 63 and Series 65 designations. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, model portfolio programs, and brokerage and insurance products through an integrated platform.
James F
CFP®, Series 63, Series 66
St Louis, MO
LPL Enterprise
James Friddell is a CFP® professional affiliated with LPL Enterprise, based in St. Louis, MO, with 22 years of experience in the financial services industry. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and MML Investors Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products.
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 background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Robbins Insurance Group. Outside of advising, he is involved with Robbins Financial, a business related to his LPL activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.
Mark K
Series 63, Series 65
St Louis, MO
LPL Enterprise
Mark Koski is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products.
Brandon J
Series 66
St Louis, MO
LPL Enterprise
Brandon Joslin is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and sales capabilities.
Benjamin G
Series 63, Series 65
St Louis, MO
LPL Enterprise
Benjamin Gelt is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Grey Eagle Distributors. He has also been involved with the LA Rams and McAdam LLC. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining investment advisory services with brokerage and insurance products through an integrated platform.
Craig F
CFP®, Series 63, Series 65
St Louis, MO
LPL Enterprise
Craig Friedrichsen is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of his advisory work, he is involved in youth sports as a volleyball coach for MAVS LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage, and insurance products through an integrated platform that supports advisory programs alongside active sales of other financial products.
Joel B
CFP®, Series 63, Series 66
St Louis, MO
LPL Enterprise
Joel Barjenbruch is a CFP® professional with 19 years of experience in the financial services industry. He is currently with LPL Enterprise and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and D.H. Hill Advisors, Inc. Barjenbruch is also involved with Medicare-related insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory and brokerage services with integrated insurance products and lending programs.
Miranda W
Series 66
St Louis, MO
LPL Enterprise
Miranda Williams is a financial advisor with LPL Enterprise holding a Series 66 designation and 23 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she operates the Miranda Williams Agency, a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, and a range of brokerage and insurance products supported by a platform integrating adviser programs with active financial product sales.
Kevin M
Series 66
St Louis, MO
LPL Enterprise
Kevin Morkassel is a financial advisor at LPL Enterprise with 14 years of industry experience and holds the Series 66 designation. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. 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 serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Jay H
Series 66
St Louis, MO
LPL Enterprise
Jay Hill is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and held various roles outside finance, including positions at Walgreens, the United States Post Office, and Ameristar casino. Jay also operated a business called JayMart for nine years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to managed portfolio programs through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of financial products, including insurance, and employs model portfolios and third-party strategists for investment advice.
Jacob P
Series 66
St Louis, MO
LPL Enterprise
Jacob Pfeiffer is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has also worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he is involved in management duties at Chuck E Cheese. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.
John J
Series 63, Series 65
St Louis, MO
LPL Enterprise
John Jensen is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1998 until 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.
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. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he serves as a middle school baseball coach at John Burroughs School during the spring sports season. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products, with investment advice primarily delivered by its investment adviser representatives using LPL’s research and model portfolios.
Benjamin F
Series 66
St Louis, MO
LPL Enterprise
Benjamin Fox is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in property and casualty insurance through Focus Insurance in Eureka, MO. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm integrates advisory services with brokerage and insurance products across its platform.
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 for over two decades and was affiliated with Pruco Securities, LLC during that time. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management arrangements through an integrated platform that combines advisory programs with brokerage and insurance product offerings.
David S
Series 63, Series 65
St Louis, MO
LPL Enterprise
David Smith is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he spent 34 years at Pruco Securities, LLC. Outside of his advisory role, he is a business owner managing an RV park in Albany, Missouri. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, using an integrated platform that combines advisory services with brokerage and insurance product sales.
William D
Series 66
St Louis, MO
LPL Enterprise
William Difani is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Mass Mutual Investors Services, and Edward Jones. Difani is involved in managing family farm entities as disclosed in his other business activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, consulting, and access to various investment and insurance products through advisory and brokerage channels. The firm’s integrated platform combines adviser programs with product sales and engages in collateralized lending, utilizing third-party portfolio strategists and discretionary management where applicable.
Adam M
Series 63, Series 66
St Louis, MO
LPL Enterprise
Adam Maddox is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 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 serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.
Susan A
Series 63, Series 66
St Louis, MO
LPL Enterprise
Susan Adams is a financial professional with 12 years of experience, currently affiliated with LPL Enterprise. She holds the Series 63 and Series 66 licenses and has previously worked with Prudential Insurance Company of America, Pruco Securities, and New York Life entities. Outside of her advisory role, she is involved with Envision Strategies, LLC, focusing on insurance and investment services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products.
James W
Series 66
St Louis, MO
LPL Enterprise
James Weger is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.
Mark A
Series 66
St Louis, MO
LPL Enterprise
Mark Archer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has five years of industry experience, including prior roles at The Prudential Insurance Company of America and Thrivent Financial. Outside of his advisory work, he is also an author. LPL Enterprise serves a diverse client base ranging from individuals to institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Runzi Z
Series 66
St Louis, MO
LPL Enterprise
Runzi Zhu is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked with The Prudential Insurance Company of America and Pruco Securities LLC prior to his current role. Zhu’s background also includes positions outside the financial sector, such as at Mercy Health and in corporate transportation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
William K
Series 63, Series 66
St Louis, MO
LPL Enterprise
William Keene is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Co, and Knights of Columbus. Outside of his advisory role, he is involved as a coach at Perry Park Center. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance products on an integrated platform.
Michael R
Series 63, Series 65
St Louis, MO
LPL Enterprise
Michael Roughton is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is involved in educating clients on Medicare and selling related supplement and prescription drug plans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.
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 worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has been involved with Doordash since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management, combining adviser programs with sales of financial and insurance products through an integrated platform.
Nicholas L
Series 66, Series 63
St Louis, MO
LPL Enterprise
Nicholas Love is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 designations and possessing 35 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and NFP Securities, Inc. He is also involved in insurance sales through Love Insurance and Financial Services Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party asset managers.
Brian P
Series 63, Series 65
St Louis, MO
LPL Enterprise
Brian Parker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for Immanuel Lutheran Church in St. Louis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Anthony M
Series 66
St Louis, MO
LPL Enterprise
Anthony Manasseri is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Thrivent Financial for Lutherans. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering both advisory and brokerage services. The firm provides access to model portfolios, third-party asset management programs, and a variety of financial products through an integrated platform.
Joel S
Series 66, Series 63
St Louis, MO
LPL Enterprise
Joel Shafer is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining LPL Enterprise in 2024, Shafer worked at Northwestern Mutual in various capacities from 2021 to 2024 and has experience with Prudential and Pruco Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers both advisory and brokerage services, combining financial planning, model portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.
Michael K
Series 66
St Louis, MO
LPL Enterprise
Michael Kelly 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 and Pruco Securities LLC. Outside of finance, he has experience with Crystal v International Exports and briefly with Alamo DraftHouse. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolio programs, third-party asset management, and a range of brokerage and insurance products.
Matthew M
Series 66
St Louis, MO
LPL Enterprise
Matthew Mcdonough is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and previously worked 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 serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset management, and access to various financial products.
Bruce C
Series 66
St Louis, MO
LPL Enterprise
Bruce Clithero Jr. is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he has involvement with Rosalita's Cantina. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, consulting, and access to various investment and insurance products through both advisory and brokerage channels.
Dominic R
Series 65, Series 66
St Louis, MO
LPL Enterprise
Dominic Renaud is a financial advisor at LPL Enterprise with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining LPL Enterprise in 2024, 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 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Larry G
Series 63, Series 65
St Louis, MO
LPL Enterprise
Larry Grubish is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. 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, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Curtis B
CFP®, Series 63, Series 65
St Louis, MO
LPL Enterprise
Curtis Behrend is a CFP® professional with 14 years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial for Lutherans. Outside of his advisory role, he manages Behrend Wealth Management, LLC, a financial planning and investment advisement business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and access to brokerage and insurance products through an integrated platform combining advisory and brokerage services.
Warren C
Series 66
St Louis, MO
LPL Enterprise
Warren Collins is a financial advisor with LPL Enterprise, holding a Series 66 designation and two 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 with PQH Wireless. LPL Enterprise serves a diverse client base—including individuals, retirement plans, charitable organizations, and institutions—offering financial planning, advisory services, and access to model portfolios and third-party asset management programs.
Michael G
Series 66
St Louis, MO
LPL Enterprise
Michael Gryglewski is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent eight years at Pruco Securities, LLC, alongside ten years at Prudential Insurance Company of America. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of financial planning, advisory, brokerage, and insurance services through an integrated platform.
Justin H
Series 63, Series 66
St Louis, MO
LPL Enterprise
Justin Hattenhauer is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual and Prudential. He serves as the Treasurer for the International Food and Wine Society, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products through affiliated entities.
David E
Series 63, Series 65
St Louis, MO
LPL Enterprise
David Emring is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include 13 years at Wells Fargo Advisors and positions at Prudential entities before joining LPL Enterprise. Outside of his advisory work, he serves as a charter captain for Anchor Rides, conducting weekend charters in Saint Petersburg, FL. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice with access to insurance products and lending programs.
John L
Series 63, Series 66
St Louis, MO
LPL Enterprise
John Lavelle is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Oppenheimer, and Focus Insurance, where he has been involved since 1999 overseeing operations in property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory, brokerage, and insurance products through an integrated platform that combines investment advisory services with active sales of financial products.
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