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Robert W
CFP®, Series 63
Poplar Bluff, MO
LPL Financial
Robert Whelan is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes over three decades with Avantax entities in various advisory and investment roles. In addition to his advisory work, he operates his own CPA practice and is involved in a sports training business in Columbia, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and corporations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party resources.
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