Wichita, KS E. 32nd Street North Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,100

Across 872 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base that includes individual and high‑net‑worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives (IARs). Services described in the brochure include financial planning and consulting, access to third‑party asset managers and TAMPs, and participation in the Model Wealth Portfolios wrap program; LPLE also operates as a broker‑dealer and facilitates insurance product sales through affiliated entities.

Investment implementation is typically model‑driven: LPLE and its IARs use model portfolios developed by LPL’s Research Department, third‑party Portfolio Strategists, or TAMP sponsors, with discretionary authority granted for MWP and, as specified, to TAMP sponsors or subadvisors. Financial planning engagements are generally point‑in‑time and non‑discretionary, and the firm does not accept performance‑based fees.

Noteworthy differences from many peers include LPLE’s prominent role in non‑securities products and services disclosed in the brochure — affiliated trust custody and trustee services (PTC and FTC), an affiliated insurance agency that receives commissions, and participation in a collateralized lending program (LPL’s Secured Credit Account) in which LPL may act as lender. The brochure also makes clear that LPLE primarily provides access to and referrals for third‑party managers rather than operating a formal “selection of other advisers” program, and its disclosures do not include hypothetical performance presentations.

Based on LPL Enterprise

Expertise

Tax-loss harvesting

Based on LPL Enterprise

Location

8110 E. 32nd Street North, Suite 160

Wichita KS 67226

Advisors at this office

5

Advisors at this office

user avatar

Curtis B

Series 63, Series 65

Wichita, KS

LPL Enterprise

Curtis Bowersox is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is a partner in a family business that owns farmland leased to a local farmer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Tax-loss harvesting
user avatar

Dawson J

Series 66

Wichita, KS

LPL Enterprise

Dawson Jones is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has held roles at Liquid Art Winery and Estate. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and participates in various programs including the Model Wealth Portfolios wrap program.

Tax-loss harvesting
user avatar

Jordan B

CFP®, Series 66

Wichita, KS

LPL Enterprise

Jordan Bowersox is a CFP® professional affiliated with LPL Enterprise, with eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and has an academic background from the University of Texas at Austin. Outside of his advisory role, Bowersox serves on the boards of the YMCA of Wichita and Central Christian Academy, focusing on fundraising and financial oversight. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Tax-loss harvesting
user avatar

Bryan W

Series 66

Wichita, KS

LPL Enterprise

Bryan White is a financial advisor with LPL Enterprise in Wichita, KS, holding a Series 66 designation and one year of industry experience. He has been self-employed as a 1099 advisor since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, offering financial planning, third-party asset manager access, and participation in wrap programs, with additional services including affiliated trust custody and insurance products.

Tax-loss harvesting
user avatar

Monika S

Series 66

Wichita, KS

LPL Enterprise

Monika Stonehocker is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Stoutheart Financial Group/Americpirse Financial. She also has a long-standing connection to Stonehocker Farms, where she was involved for over three decades. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by internal research, third-party strategists, or TAMP sponsors, with a focus on financial planning and access to third-party asset managers.

Tax-loss harvesting
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