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Lee G

Series 66

Oberlin, KS

LPL Financial

Lee Gilliam is a Series 66-licensed financial advisor with LPL Financial in Oberlin, Kansas, bringing 18 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and leadership at Oberlin Economic Development Corporation. Outside of advising, he has been involved in real estate rental activities through Gilliam Rentals LLC. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad array of 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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Jane G

Series 66

Oberlin, KS

LPL Financial

Jane Gilliam is a financial advisor with LPL Financial and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at Waddell & Reed, Inc. and various insurance carriers. Outside of advising, she has been involved in agricultural operations through Zapp Farms, Inc. and managed a real estate rental 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 wide range of advisory and brokerage services with a broad platform that includes financial planning, model portfolios, and institutional solutions.

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