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Jason H
Series 66
Overland Park, KS
LPL Financial
Jason Hupp is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 credential and bringing 17 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., RJJJ Group, and ownership involvement in R & L Company, LLC, a truck repair business. He also briefly operated a kitchen company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management with model portfolios and research support.
Thomas K
Series 63, Series 65
Overland Park, KS
LPL Financial
Thomas Knox is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Waddell & Reed Inc and involvement with youth soccer organizations such as Sporting Blue Valley Soccer Club and the Kansas Youth Soccer Association. He currently coaches youth soccer, an activity outside his financial advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a large national network. The firm offers diverse advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management with access to various model portfolios and research resources.
Christopher F
CFP®, Series 66
Overland Park, KS
LPL Financial
Christopher Funke is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Funke Companies Inc, various insurance carriers, and Waddell & Reed Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Frederick F
Series 63, Series 65
Overland Park, KS
LPL Financial
Frederick Funke Jr. is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers over a 23-year span. He was also involved with Funke Krapf Properties, LLC, a business entity associated with tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Bradly R
Series 66
Overland Park, KS
LPL Financial
Bradly Rogers is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Waddell & Reed and FedEx Ground. Rogers is also a notary public in Overland Park, Kansas. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various institutional client services.
Daniel F
Series 66
Overland Park, KS
LPL Financial
Daniel Feiden is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Frederick Funke and Waddell & Reed, Inc. Outside of advisory work, he has experience in diverse fields including legal services and newspaper work. LPL Financial serves individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, combining discretionary and non-discretionary management supported by extensive research and model portfolios.
Ross H
Series 63, Series 65
Overland Park, KS
LPL Financial
Ross Halsey is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The Keepers Legacy, Inc, Rjjj Group Company, and Waddell & Reed, Inc. Outside of his advisory role, he volunteers with the Mayor's Prayer Breakfast Committee and serves as head marketing coordinator for Team Head Racquetball. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven strategies.
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