Creve Coeur, MO N New Ballas Road Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,511 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

425 N New Ballas Road, Ste 102

Creve Coeur MO 63141

Advisors at this office

7

Advisors at this office

user avatar

Blake S

CFP®, Series 63, Series 65

Creve Coeur, MO

LPL Financial

Blake Smith is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Ameriprise, and UBS Financial Services. Blake is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various portfolio management approaches and technology tools, supported by a large network of advisors and significant asset oversight.

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

Dale V

Series 66

Creve Coeur, MO

LPL Financial

Dale Von Hoffmann is a financial advisor with LPL Financial, holding a Series 66 license and 27 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Waddell & Reed, and operating his own firm, Dale Von Hoffmann, LLC. He has been involved with the Widgeon Club, Inc. and the George Von Hoffmann Foundation, Inc. for extended periods. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, 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

Harry T

Series 63, Series 65

Creve Coeur, MO

LPL Financial

Harry Tart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Waddell & Reed, Inc. for 24 years and has operated his own businesses including The Compass Wealth Group, LLC and Tart Group LLC. Outside of finance, he has engaged in photography and has served as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented by its 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

Benjamin B

Series 66

Creve Coeur, MO

LPL Financial

Benjamin Briney is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. He has been with LPL Financial since 2022 and previously worked at Westminster Christian Academy and Truman State University. Outside of finance, he is involved in volleyball coaching and owns multiple volleyball-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

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

Benjamin L

Series 63, Series 65

Creve Coeur, MO

LPL Financial

Benjamin Lecroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Naifa, The Compass Wealth Group LLC, and Waddell & Reed, Inc. He has also been involved with St. Francis of Assissi Catholic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of advisors. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

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

Elizabeth K

Series 66

Creve Coeur, MO

LPL Financial

Elizabeth Kehoe is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She has worked in various roles since 2011, including at Waddell & Reed and several insurance carriers, before joining LPL Financial in 2018. Kehoe is also involved in tax preparation and accounting through The Lecroy Group. 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 wide range of financial planning and investment services, including model portfolio programs 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

Gary G

Series 66

Creve Coeur, MO

LPL Financial

Gary Gebhardt is a financial advisor at LPL Financial with 27 years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill and Waddell & Reed, and he has also been involved in businesses such as teaching concealed carry firearms training through Niteots, LLC. 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 financial planning and investment management services, 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
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