Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters