Rock Springs, WY Dewar Dr 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
1575 Dewar Dr, Ste 210
Rock Springs WY 82901
Advisors at this office
4
Advisors at this office
Jared W
Series 66
Rock Springs, WY
LPL Financial
Jared Walker is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Financial Advocates Investment Management, Jason Radakovich, and Waddell & Reed Inc. His practice operates under the DBA Full Circle Wealth Strategies in Rock Springs, WY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, 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, supported by extensive research and technology tools.
Kelsey A
Series 66
Rock Springs, WY
LPL Financial
Kelsey Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. She has worked at LPL Financial since 2017 and previously spent seven years with Financial Advocates Investment Management. Abbott is also commissioned as a Notary Public in the State of Wyoming. 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 other institutions. The firm supports its network of advisors with a range of investment strategies and technology tools, managing over $819 billion in discretionary assets across more than 22,800 advisors.
Holli R
Series 66
Rock Springs, WY
LPL Financial
Holli Radakovich is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has worked at LPL Financial since 2017 and previously was affiliated with Financial Advocates Investment Management and Waddell & Reed Inc. Outside of her advisory role, she is employed by the Holy Spirit Catholic Community. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management programs and supports advisors with technology and research tools.
Jason R
Series 63, Series 65
Rock Springs, WY
LPL Financial
Jason Radakovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked with Waddell & Reed Inc. and various insurance carriers before joining LPL Financial in 2017. Radakovich also serves as a for-profit board member of NebraskaLand Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, supported by a network of over 22,800 advisors and a range of proprietary and third-party investment strategies.
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