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Keith B

Series 63, Series 66

Jefferson City, MO

LPL Financial

Keith Bax is a financial advisor with LPL Financial in Jefferson City, Missouri, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at LPL Financial since 2018 and has concurrent roles at Central Trust Bank and Invest Financial Corp. since 2012. Bax is also licensed as a non-variable insurance agent through Investor Services Insurance Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nathan H

Series 63, Series 66

Jefferson City, MO

LPL Financial

Nathan Hickman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and offering 13 years of industry experience. His career includes roles at INVEST Financial Corporation, Dearborn Capital Markets Group, and Central Trust Bank. Hickman also operates an insurance-related business focused on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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