Overland Park, KS Metcalf Avenue Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,114

Across 864 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

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

Expertise

General retirement planning Tax-loss harvesting

Based on LPL Enterprise

Occupation focus

Self-Employed Founder/Business Owner

Based on LPL Enterprise

Location

12920 Metcalf Avenue, Suite 210

Overland Park KS 66213

Advisors at this office

8

Advisors at this office

user avatar

Bryan B

Series 66

Overland Park, KS

LPL Enterprise

Bryan Buczek is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in the coatings industry and served on the Shelby County Board of Education. He is also associated with StrageiX Insights, LLC, a business entity used for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Joshua W

Series 63, Series 65

Overland Park, KS

LPL Enterprise

Joshua West is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 designations and seven years of industry experience. He has held roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. West is also involved with a health insurance business through West Financial LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services leveraging LPL’s research, model portfolios, and third-party asset managers, with an integrated platform that includes insurance products and collateralized lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Ezekiel R

Series 66

Overland Park, KS

LPL Enterprise

Ezekiel Reazin is a financial advisor with LPL Enterprise holding a Series 66 designation. He began his career in the financial industry in 2025 after working in education for several years at Ottawa University Kansas, Eudora High School, and Eudora Middle School. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Jeffry C

Series 66

Overland Park, KS

LPL Enterprise

Jeffry Curry is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside his advisory role, Curry operates Expedition Financial Services, offering financial planning and investment advisory services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Connor M

Series 63, Series 65

Overland Park, KS

LPL Enterprise

Connor Middleton is a financial advisor with LPL Enterprise based in Overland Park, Kansas. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his financial services work, he serves as an assistant wrestling coach at Olathe Northwest High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Charles R

Series 63, Series 66

Overland Park, KS

LPL Enterprise

Charles Reinhard is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, NYLIFE Securities LLC, New York Life Insurance Co, Ivy Distributors, Inc, Waddell & Reed, Inc, Platinum Realty, Better Homes and Gardens, and C&M Restoration. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform combining adviser programs with active financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Aniruddha R

Series 65, Series 63

Overland Park, KS

LPL Enterprise

Aniruddha Rao is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He previously worked at Pruco Securities, LLC for nine years and has been affiliated with Kansas State University since 2014. Rao also operates Rao Financial Group, a health insurance and Medicare brokerage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and access to a broad range of financial products, including insurance through affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Christopher W

Series 66

Overland Park, KS

LPL Enterprise

Christopher Whitehead is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Accenture, and Lodging Hospitality Management. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment programs through its integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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