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Kyle S
CFP®, Series 63
Carmel, IN
LPL Financial
Kyle Schau is a CFP®-designated financial advisor with LPL Financial, based in Carmel, Indiana, with 12 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he has administrative duties with LHD Benefits related to retirement plan services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage offerings.
Jess D
Series 65, Series 63
Carmel, IN
LPL Financial
Jess Degabriele is a financial advisor with LPL Financial in Carmel, Indiana, holding Series 65 and Series 63 licenses and 14 years of industry experience. He previously worked at Cardinal Capital Management, LLC from 2012 to 2014 before joining LPL Financial. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by technology tools but with investment decisions made by advisors.
John L
ChFC®, Series 63
Carmel, IN
LPL Financial
John Ludwig is a financial advisor with LPL Financial in Carmel, Indiana, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including prior roles at Raymond James Financial Services and Geneos Wealth Management. Ludwig is also involved in the sale of fixed life, health, disability, and long-term care insurance. 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 comprehensive advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.
Robert B
Series 63, Series 65
Carmel, IN
LPL Financial
Robert Burch Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at American Funds and American Funds Distributors, Inc. since 2002. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.
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