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Clayton B

Series 66

Osage Beach, MO

LPL Financial

Clayton Bentzen is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2018 and was previously with INVEST Financial Corp from 2010 to 2018, concurrently serving at Central Trust Bank since 2010. Bentzen is also an insurance agent with Investor Services Insurance, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Dylan M

Series 63, Series 66

Osage Beach, MO

LPL Financial

Dylan Mason is a financial advisor with LPL Financial in Osage Beach, MO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Merrill, Stifel, and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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