Ballwin, MO Office

Karla Ukman is a financial advisor with LPL Financial in Ballwin, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior experience includes seven years at Pruco Securities, LLC, followed by multiple years at LPL Financial. She is also the owner of Artemis Financial Planning, LLC and Artemis Wealth Management LLC, non-investment related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Derek Beiter is a CFA® charterholder with 10 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at Wells Fargo Investment Institute and Global Alternative Investment Services, as well as academic appointments at the University of Missouri - St. Louis and Fontbonne University. Outside of his financial advising career, he is a business owner with non-investment-related activities and has worked as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, utilizing both discretionary and non-discretionary management strategies.

Philip Wellman is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Ameriprise Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Steven Hasenmueller is a financial advisor with LPL Financial in Ballwin, MO, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for three years before joining LPL Financial in 2018. He serves as a board member for Southminster Presbyterian Church, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Steven Wyatt is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Raymond James & Associates, and Wells Fargo Advisors. Wyatt is based in Ballwin, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.