Columbia, MO 720 E Broadway Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,462 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

720 E Broadway

Columbia MO 65201

Advisors at this office

7

Advisors at this office

user avatar

Dean M

CFP®, Series 66

Columbia, MO

LPL Financial

Dean Mccullar is a CFP® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation for seven years and has been affiliated with Central Bank of Boone County for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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

Trent H

Series 63, Series 66

Columbia, MO

LPL Financial

Trent Helton is a financial advisor based in Columbia, MO, affiliated with LPL Financial. He holds Series 63 and Series 66 credentials and has 8 years of industry experience. His work history includes roles at The Central Trust Bank, Securities America Advisors, and Cetera Advisor Networks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform of investment strategies and operational tools.

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

Lucas R

CFP®, Series 63, Series 66

Columbia, MO

LPL Financial

Lucas Redburn is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at INVEST Financial Corp. for 11 years and has been associated with Central Bank of Boone County for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Travis C

Series 66

Columbia, MO

LPL Financial

Travis Crum is a financial advisor with LPL Financial in Columbia, MO, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with INVEST Financial Corporation. Outside of his advisory work, Crum owns Crum Farm & Stables, where he boards horses, raises honey bees, and sells honey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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

Jackie S

Series 66, Series 63

Columbia, MO

LPL Financial

Jackie Shupe is a financial advisor with LPL Financial in Columbia, MO, holding Series 66 and Series 63 licenses and bringing 35 years of industry experience. She previously worked at Simmons Bank and Landmark Investments, with a long tenure at Landmark Bank prior to its acquisition by Simmons. Outside of finance, she is involved in family agriculture through Shupe Family Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

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

Drew B

Series 66

Columbia, MO

LPL Financial

Drew Bax is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Central Bank since 2018 and has also held positions at Westminster College and Fatima High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Deann P

Series 66, Series 63

Columbia, MO

LPL Financial

Deann Peter is a financial advisor with LPL Financial in Columbia, MO, holding Series 66 and Series 63 credentials and bringing 38 years of industry experience. She has worked previously at Raymond James Financial Services and Landmark Bank, and serves as Successor Trustee for her father's trust. Outside of advisory work, she is the owner of Tortuga Tercero LLC, a real estate rental business. 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 other institutions. The firm offers a broad suite of financial planning, asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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