Liberty, MO NE 96th St Office
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LPL Enterprise
Institution
Firm-wide stats for LPL Enterprise
About
LPL Enterprise, LLC serves a broad mix of clients — individuals (including high‑net‑worth clients), retirement plans, charitable organizations, corporations and other institutional clients — through both advisory and brokerage channels. Its services include financial planning and consulting, access to LPL’s Model Wealth Portfolios wrap program, third‑party asset management (TAMP) arrangements, and the ability to purchase a range of brokerage and insurance products through its broker‑dealer and affiliated insurance entity.
Investment advice is delivered primarily by investment adviser representatives (IARs) who use LPL’s research, model portfolios and third‑party portfolio strategists; MWP accounts provide discretionary implementation by LPL, while many TAMP arrangements are managed by third‑party sponsors or subadvisors. Financial planning engagements are typically non‑discretionary, point‑in‑time consultations, and IARs assist clients with program selection, account setup and ongoing monitoring where appropriate.
What is noteworthy relative to many peers is the firm’s integrated platform that combines adviser programs with active sales of other financial products — including insurance through an affiliated agency — and its role in LPL’s collateralized lending program (including the Secured Credit Account) where LPL may act as lender. The firm relies on co‑investment and referral relationships with TAMP sponsors and affiliated trust custodians rather than offering a standalone formal selection‑of‑other‑advisers service, and it discloses actual performance and third‑party ratings while not presenting hypothetical performance in its materials.
Based on LPL Enterprise
Location
1528 NE 96th St, Suite A
Liberty MO 64068
Advisors at this office
4
Advisors at this office
Aaron F
Series 63, Series 65
Liberty, MO
LPL Enterprise
Aaron Froehlich is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cetera and Healthy Foundations Financial, LLC. Outside of advisory work, he operated a sole proprietorship called Aaron's Reffing for 11 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services across advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.
Gianfranco T
Series 66
Liberty, MO
LPL Enterprise
Gianfranco Timotei is a financial advisor at LPL Enterprise with a Series 66 designation and approximately one year of industry experience. His prior work history includes positions outside the financial sector, including at Chick-Fil-A and Acre. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, brokerage, and insurance products through a platform that integrates multiple adviser programs and third-party asset managers.
John G
Series 66
Liberty, MO
LPL Enterprise
John Gutierrez is a financial advisor affiliated with LPL Enterprise holding a Series 66 designation. He began his advisory career in 2024 with Cetera Advisor Networks and joined LPL Enterprise in 2025. Outside of finance, he has a long tenure at United Parcel Service since 2007. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with other financial services.
Kyle W
Series 66
Liberty, MO
LPL Enterprise
Kyle Winters is a financial advisor with LPL Enterprise holding a Series 66 credential and beginning his advisory career in 2024. He has prior experience at Mid American Wealth Advisory Group and Winters & Associates, where he has been involved in tax preparation and accounting services. Winters also has a background that includes work in the funeral home industry and security services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party portfolio strategists.
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