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Blake S

CFP®, Series 63, Series 65

Creve Coeur, MO

LPL Financial

Blake Smith is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers for W&R insurance agencies. He is also active as a non-variable insurance agent in Creve Coeur, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Dale V

Series 66

Creve Coeur, MO

LPL Financial

Dale Von Hoffmann is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Waddell & Reed, and operating his own firm, Dale Von Hoffmann, LLC. He has involvement with nonprofit and private entities, including roles with the Widgeon Club, Inc. and the George Von Hoffmann Foundation, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Harry T

Series 63, Series 65

Creve Coeur, MO

LPL Financial

Harry Tart is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including Waddell & Reed, Inc. from 1997 to 2021. Outside of his advisory role, Tart is involved in photography as a non-investment-related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and various technological tools.

College savings (529s, UTMA, etc.)
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Benjamin B

Series 66

Creve Coeur, MO

LPL Financial

Benjamin Briney is a financial advisor with LPL Financial in Creve Coeur, MO, holding a Series 66 designation and over three years of industry experience. Before joining LPL Financial in 2022, he spent sixteen years at Truman State University and has been involved with Westminster Christian Academy since 2021. Outside of advising, he is actively engaged in volleyball coaching and management through multiple organizations, including Youth Volleyball Clubs Group LLC and Maryville University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios, third-party research, and various investment strategies, alongside additional products such as insurance and lending services.

College savings (529s, UTMA, etc.)
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Benjamin L

Series 63, Series 65

Creve Coeur, MO

LPL Financial

Benjamin Lecroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL in 2021, he worked at firms including Naifa and Chestnut Park, and he has managed his own businesses such as The Lecroy Group and Benjamin J. Lecroy Tax Services. Outside of advisory roles, he has been involved with St. Francis of Assissi Catholic Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and portfolio management services, including discretionary and non-discretionary management, with research and model portfolios from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)
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Elizabeth K

Series 66

Creve Coeur, MO

LPL Financial

Elizabeth Kehoe is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 66 designation and has worked previously with Benjamin Lecroy, The Lecroy Group, Kent Betale, Harry Tart, and Waddell & Reed, Inc. Kehoe is involved in tax preparation and accounting through The Lecroy Group, a business entity she manages alongside her advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services utilizing model portfolios, third-party subadvisors, and advanced technologies.

College savings (529s, UTMA, etc.)
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Gary G

Series 66

Creve Coeur, MO

LPL Financial

Gary Gebhardt is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to joining LPL, he held various roles including nine years at Waddell & Reed, Inc., and has been involved in business activities such as teaching concealed carry firearms training through Niteots, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and portfolio management services supported by in-house and third-party research and utilizes various technologies and investment strategies across its national network of representatives.

College savings (529s, UTMA, etc.)
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