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Kristin W

Series 66

St Louis, MO

LPL Financial

Kristin Ward is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at Gemini Wealth Group, LLC, Waddell & Reed, Inc., and Morgan Keegan & Company, LLC. Ward has also been involved with the St. Patrick's Day Parade Foundation and the CWS Chamber of Commerce. 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, and institutional platforms.

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

Series 63, Series 65

St Louis, MO

LPL Financial

Douglas Hardin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at US Bancorp Investments, Waddell & Reed, and Gemini Wealth Group. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through its 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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Jeffrey P

Series 63, Series 65

St Louis, MO

LPL Financial

Jeffrey Portman is a financial advisor at LPL Financial in St. Louis, MO, with 19 years of industry experience. His prior roles include positions at Gemini Wealth Group and Waddell & Reed, Inc. Outside of finance, he has been involved with Do-Rite General Contracting since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

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

Series 66

St Louis, MO

LPL Financial

Daniel Portman is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Edward Jones and Waddell & Reed, Inc. Outside of advising, he is involved with Modena Classic Cars, LLC, a non-investment related business. 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 and access to multiple investment platforms and third-party asset managers.

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

Series 63, Series 65

St Louis, MO

LPL Financial

Evanne Hardin is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including Merrill and Dale Von Hoffman. In addition to her advisory work, she is a commissioned notary in the state of Missouri. 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 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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