Poplar Bluff, MO Shelby Rd Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Based on LPL Financial
Location
2102 Shelby Rd Ste 1
Poplar Bluff MO 63901
Advisors at this office
4
Advisors at this office
Kade R
Series 66
Poplar Bluff, MO
LPL Financial
Kade Richardson is a financial advisor with LPL Financial holding a Series 66 designation. Based in Poplar Bluff, MO, he has experience at Southern Bank, Arkansas State University, and First National Bank prior to joining LPL Financial and Kissinger & Kirkman Investment Centre in 2026. 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, with advice implemented through various strategies and supported by advanced operational and research tools.
Amy D
Series 66
Poplar Bluff, MO
LPL Financial
Amy Deken is a Series 66-licensed financial advisor with LPL Financial, where she has worked for 20 years. She is based in Poplar Bluff, Missouri, and has six years of industry experience. Outside of her advisory role, she performs notary services and provides tax preparation and accounting assistance on a limited basis. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.
James H
Series 66
Poplar Bluff, MO
LPL Financial
James Harmon is a Series 66-licensed financial advisor with LPL Financial, based in Poplar Bluff, Missouri. He has one year of industry experience and prior work history that includes roles at Kissinger & Kirkman Investment Centre and Edmundson & Holt LLC, as well as legal positions including the Butler County Prosecuting Attorney's Office. 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 financial planning and investment management services supported by a large network of advisors and proprietary research tools.
Erick K
CFP®, Series 63
Poplar Bluff, MO
LPL Financial
Erick Kirkman is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2006. Prior to that, he worked at Edward Jones for seven years. He facilitates the Dave Ramsey Financial Peace University course for local church groups as part of a ministry effort to help families manage their finances. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm supports diverse investment approaches, including model portfolios, third-party asset management, and customized strategies.
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