Carmel, IN Pennsylvania Pkwy Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,432 offices

Location

401 Pennsylvania Pkwy # 200

Carmel IN 46280

Advisors at this office

4

Advisors at this office

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Kyle S

CFP®, Series 63

Carmel, IN

LPL Financial

Kyle Schau is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. He is also involved with LHD Benefits, where he performs retirement administration duties. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, institutions, and charitable organizations through a wide range of advisory programs and financial planning services.

College savings (529s, UTMA, etc.)
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Jess D

Series 65, Series 63

Carmel, IN

LPL Financial

Jess Degabriele is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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John L

ChFC®, Series 63

Carmel, IN

LPL Financial

John Ludwig is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation and the Series 63 license. Ludwig has been with LPL Financial since 2012 and is also involved with LHD Retirement, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management and a variety of model portfolio options.

College savings (529s, UTMA, etc.)
user avatar

Robert B

Series 63, Series 65

Carmel, IN

LPL Financial

Robert Burch Jr. is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at American Funds and American Funds Distributors, Inc. for a combined 21 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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