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George M

Series 63, Series 65

Washington, MO

LPL Financial

George Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at LPL Financial and various production companies since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, 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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Donald P

CFP®, Series 63

Washington, MO

LPL Financial

Donald Park is a Certified Financial Planner® with 45 years of industry experience, currently affiliated with LPL Financial since 1994. He serves in Washington, Missouri, and has a background that includes community involvement as a board member of the East Central College Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party resources.

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

Series 66

Washington, MO

LPL Financial

Katelyn Baker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms with a broad investment approach supported by operational tools and extensive non-advisory financial activities.

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