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Arthur D

Series 63, Series 65

Olathe, KS

LPL Financial

Arthur Davis is a financial advisor with LPL Financial in Olathe, KS, holding Series 63 and Series 65 licenses and with 35 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at Central Trust Bank and INVEST Financial Corp. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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

Series 63, Series 66

Olathe, KS

LPL Financial

Theresa Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at LPL Financial since 2018 and concurrently with Invest Financial Corporation since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research to support diverse investment strategies.

College savings (529s, UTMA, etc.)
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