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Ahmad K

Series 63

Merrillville, IN

LPL Financial

Ahmad Kashani is a financial advisor with LPL Financial in Merrillville, IN, holding a Series 63 designation and over 43 years of industry experience. His career includes long-term roles at Metropolitan Life Insurance Company and Metlife Securities Inc. spanning four decades, followed by nearly a decade each at Commonwealth Financial Network and Wellinvest Partners. Outside of advisory services, he is co-owner of Kmen Group LLC, involved in managing commercial real estate. 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 comprehensive array of financial planning and investment services, combining a broad advisory platform with various non-advisory financial products and oversight of substantial discretionary assets.

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

Series 66

Merrillville, IN

LPL Financial

Cameron Kashani is a financial advisor with LPL Financial and holds the Series 66 designation. He has 15 years of industry experience, including prior roles at Wellinvest Partners, Commonwealth Financial Network, and Metlife Securities, Inc. He is owner of Wellinvest Partners, LLC, a private entity facilitating securities, advisory, and insurance business. 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 and brokerage services including financial planning, model portfolios, and institutional platforms.

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

Series 63, Series 66

Merrillville, IN

LPL Financial

Kurt Lash is a financial advisor with LPL Financial in Merrillville, Indiana, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Wellinvest Partners, Questar Capital Corporation, and Farm Bureau Financial Services. Lash is also involved in fixed insurance sales as a secondary business activity. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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