Salina, KS S Santa Fe Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,462 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

100 S Santa Fe, Ste 403

Salina KS 67401

Advisors at this office

5

Advisors at this office

user avatar

Jaron W

Series 66

Salina, KS

LPL Financial

Jaron Weese is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked with firms including Waddell & Reed, Randal Krug, and GudenKauf and Malone, Inc. Outside of his advisory role, he is involved with Landon Creek Enterprises, Inc., 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 a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by technology tools and a broad platform that integrates advisory and non-advisory financial services.

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

Devan L

CFP®, Series 66

Salina, KS

LPL Financial

Devan Lowe is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and previously worked at Tier 1 Financial LLC, Cory Mettlen, W & R Insurance Agencies, and Waddell & Reed Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide 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

Cory M

Series 63, Series 65

Salina, KS

LPL Financial

Cory Mettlen is a financial advisor with LPL Financial in Salina, Kansas, holding the Series 63 and Series 65 licenses and having 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Tier 1 Financial LLC and Waddell & Reed, Inc. Additionally, he has been involved with various insurance carriers through W & R Insurance Agencies. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

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

Randal K

Series 63

Salina, KS

LPL Financial

Randal Krug is a financial advisor with LPL Financial in Salina, Kansas, holding a Series 63 designation and possessing 33 years of industry experience. His prior roles include positions at Usalliance Life & Security Company, EMC National Life Insurance Company, and Waddell & Reed, Inc. He is also a co-trustee of the Ronald and Shirley Krug Family Land Trust. 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 adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Mitchell K

Series 66

Salina, KS

LPL Financial

Mitchell Kufahl is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His career includes roles at Tier One Financial, Waddell & Reed, and various insurance carriers. He is also involved with his own non-variable insurance business. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

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