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Elizabeth R

Series 66

St. Joseph, MO

LPL Financial

Elizabeth Rost is a financial advisor with LPL Financial based in St. Joseph, Missouri. She holds a Series 66 designation and has seven years of experience in the financial services industry, including prior roles at Nodaway Valley Bank and American Family Insurance. Rost serves on the St. Joseph School District Foundation Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, 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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Jacob B

Series 66

St. Joseph, MO

LPL Financial

Jacob Bahr is a financial advisor at LPL Financial in St. Joseph, Missouri, holding a Series 66 designation with four years of industry experience. He has worked at LPL Financial and The Nodaway Valley Bank since 2019 and has previous experience in education and hospitality sectors. Bahr is also involved with Nodaway Valley Investment Services in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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

Series 63, Series 66

St. Joseph, MO

LPL Financial

Lisa Cox is a financial advisor with LPL Financial in St. Joseph, Missouri, holding Series 63 and Series 66 licenses. She has 10 years of industry experience and has been with LPL Financial since 2013. Prior to that, she has worked at Nodaway Valley Bank since 2000. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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

Series 63, Series 65

St. Joseph, MO

LPL Financial

Daniel Sommers is a financial advisor with LPL Financial in St. Joseph, Missouri, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked primarily with LPL Financial since 2001, including a tenure at Uvest Financial Services Group from 2004 to 2011. 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 provides a range of services including financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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

Series 63, Series 65

St. Joseph, MO

LPL Financial

Gregory Pargas is a financial advisor with LPL Financial in St. Joseph, Missouri, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with LPL Financial since 2011 and concurrently works at Nodaway Valley Bank. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

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