Des Peres, MO 13358 Manchester Rd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,823

Across 10,503 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

13358 Manchester Rd Ste 200

Des Peres MO 63131

Advisors at this office

18

Advisors at this office

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James G

CFP®, ChFC®, Series 63

Des Peres, MO

LPL Financial

James Gentry is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. Outside of his advisory roles, he holds a partial ownership interest in the food and beverage segment of an event center. 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 advisory and brokerage services with a range of investment strategies and access to third-party asset management programs.

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

CFP®, Series 66

Des Peres, MO

LPL Financial

August Hummert IV is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. Hummert is involved with Retire On Time LLC, a business entity for tax and investment purposes. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by 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
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Nicholas D

CFP®, Series 66

Des Peres, MO

LPL Financial

Nicholas Dragan is a CFP® professional with 25 years of experience in the financial services industry. He currently works with LPL Financial and has prior experience at Mass Mutual Investors Services, Metlife Securities, New England Securities, and Merrill. Outside of his advisory role, he is involved in organizing a hockey card show as a hobby. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide array of investment strategies supported by advanced research and operational tools.

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

Series 63, Series 66

Des Peres, MO

LPL Financial

Patrick Lodes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2012 and previously spent ten years with Cornerstone Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by operational tools and a broad network of more than 22,800 advisors.

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

ChFC®, Series 63, Series 65

Des Peres, MO

LPL Financial

Ronald Yeaton is a financial advisor with LPL Financial in Des Peres, Missouri, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Oneamerica Securities, American United Life, and New England Securities. Yeaton is involved with multiple business entities related to investment services and insurance. 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 a broad 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
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Dyllan W

Series 66

Des Peres, MO

LPL Financial

Dyllan Weicht is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His background includes roles in education and biohazard remediation prior to joining LPL. He is also affiliated with Missouri Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering 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
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Michael W

Series 63, Series 66

Des Peres, MO

LPL Financial

Michael Walton is a financial advisor with LPL Financial based in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 13 years prior to joining LPL Financial in 2018. 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, supported by advanced operational and research tools.

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

Series 66

Des Peres, MO

LPL Financial

Joseph Heitkamp is a financial advisor with LPL Financial in Des Peres, MO, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at MassMutual Investors Services, Massmutual Life Insurance Co, and MetLife Securities. He also engages in selling life insurance as part of his professional activities. 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, portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and leveraging technology for operational and research functions.

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

Series 63, Series 65

Des Peres, MO

LPL Financial

Valerie Baker is a financial advisor with LPL Financial in Des Peres, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide 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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Shannon L

Series 63, Series 66

Des Peres, MO

LPL Financial

Shannon Lewandoski is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Principal Financial Services. She serves as co-president on the non-profit board of Hockey Players in Business and is involved in hockey coaching and training. 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 range of financial planning and asset management solutions through a large network of advisors and incorporates advanced tools to support operational and research functions.

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

Series 63, Series 65

Des Peres, MO

LPL Financial

Ryan Yeaton is a financial advisor with LPL Financial in Des Peres, MO, holding the Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2020, he worked at OneAmerica Securities and American United Life. Outside of advisory work, Yeaton is involved in a musical group that creates and produces original content for profit. 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 plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by research-driven tools and a large 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
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Lisa F

Series 63, Series 66

Des Peres, MO

LPL Financial

Lisa Friebel is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2022, she worked at RGA-Reinsurance Group of America from 2017 to 2022 and briefly at Ashfield in 2017. 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 through 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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William F

CFP®, Series 63, Series 65

Des Peres, MO

LPL Financial

William Friebel Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. His work history includes roles at John Hancock, Invesco Distributors, and OppenheimerFunds, among others. He is a partner at Cornerstone Wealth Management, an independent advisory firm where he provides investment advisory services and administrative support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing models, third-party subadvisors, and customized strategies across various asset classes, supported by advanced advisor-facing technology.

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

CFP®, Series 63, Series 65

Des Peres, MO

LPL Financial

Brent Mannebach is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones for 12 years and Walnut Street Securities, Inc. for one year. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

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

Series 63, Series 66

Des Peres, MO

LPL Financial

Maria Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior roles include positions at Eagle Strategies and New York Life Insurance Company. She is also involved with Marco Financial, LLC, an entity she has engaged with since 2017. 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 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
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