Kansas City, MO N. Belleview Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,678 advisors across 10,418 offices

Location

4444 N. Belleview Ave Ste 202

Kansas City MO 64116

Advisors at this office

6

Advisors at this office

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Larry V

Series 63, Series 65

Kansas City, MO

LPL Financial

Larry Vawter is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he serves as a successor trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Gabriel M

Series 65, Series 63

Kansas City, MO

LPL Financial

Gabriel Moser is a financial advisor at LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Primerica, as well as work with VeraNorth Capital Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

College savings (529s, UTMA, etc.)
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Kailey B

Series 66

Kansas City, MO

LPL Financial

Kailey Bozarth is a Series 66 licensed financial advisor with LPL Financial in Kansas City, MO, where she has worked since 2021. She has five years of industry experience, including two years at Edward Jones Investments and five years as a homemaker and stay-at-home mother prior to entering the financial services field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides diverse advisory programs, financial planning, and brokerage services, utilizing research, model portfolios, and technology-driven strategies.

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

Series 66, Series 63

Kansas City, MO

LPL Financial

Kelly Dennis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 23 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Paul N

Series 66, Series 63

Kansas City, MO

LPL Financial

Paul Newland is a financial advisor with LPL Financial in Kansas City, MO, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he occasionally performs as a professional musician. 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 financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

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

Andrew E

Series 63, Series 66

Kansas City, MO

LPL Financial

Andrew Eades is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2005 and serves as an advisory board member for the School of Business at Grantham University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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