Atchison, KS Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,823

Across 10,499 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.

Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.

What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.

Based on LPL Financial

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

107 N 6 St Ste 1

Atchison KS 66002

Advisors at this office

4

Advisors at this office

user avatar

Benjamin G

Series 63, Series 65

Atchison, KS

LPL Financial

Benjamin Gilmore is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Berthel, Fisher & Company Financial Services, Grain Belt Insurance, and Bendena State Bank. Gilmore serves as a church elder and board member at First Christian Church of Troy and is the author of a book titled *Playing the Game: Life After Sports*, which discusses religious and personal development. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

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

Jack C

Series 66

Atchison, KS

LPL Financial

Jack Caudle is a financial advisor with LPL Financial in Atchison, Kansas, holding a Series 66 credential and one year of industry experience. He has worked at LPL Financial since 2026 and previously held positions at Caudle Financial Group, Berthel, Fisher & Company Financial Services, Inc., and Canvas Wealth Advisors. Outside of advisory work, he is the owner of Gateway Capital LLC, a real estate business. LPL Financial is a large national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology, serving clients through a broad network of advisors.

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

Series 63, Series 65

Atchison, KS

LPL Financial

Todd Caudle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes over three decades at Berthel, Fisher & Company Financial Services, Inc., and longstanding involvement with Bendena State Bank as a director and chairman. He serves on several community and nonprofit boards, including the MHMA Endowment Board and Advocate Health Services, and holds leadership roles in local organizations such as the Atchison County Republican Central Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions, offering customized investment strategies and access to third-party asset managers.

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

Anthony B

Series 63, Series 65

Atchison, KS

LPL Financial

Anthony Buford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2026, he spent ten years with BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. Buford also serves as a teaching pastor at Crosspointe Community Church, a role he has held since 1982, and is involved in insurance sales and construction supervision. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging technology and a large network of advisors to support client needs.

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