Salina, KS S Ohio St 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

1041 S Ohio St

Salina KS 67401

Advisors at this office

6

Advisors at this office

user avatar

Kevin Q

Series 66

Salina, KS

LPL Financial

Kevin Quinley is a Series 66-licensed financial advisor with LPL Financial, bringing 13 years of industry experience. He has been with LPL Financial since 2019 and has prior work history including roles at Waddell & Reed and various insurance agencies. Outside of advisory work, Quinley is involved in community and nonprofit organizations such as the Saline County Golf Association and Crime Stoppers, and he owns ParPoints Golf, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of financial planning and asset management solutions.

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

David G

Series 66

Salina, KS

LPL Financial

David George III is a financial advisor with LPL Financial in Salina, KS, holding a Series 66 designation and five years of industry experience. His prior roles include seven years at Bennington State Bank and three years with Investment Centers of America. 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 model portfolios and third-party asset managers, supported by 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
user avatar

Jacob H

Series 66

Salina, KS

LPL Financial

Jacob Huffaker is a financial advisor at LPL Financial in Salina, Kansas, with four years of industry experience. He holds a Series 66 designation and previously worked at Eaglecrest Retirement and Greek House Chefs. Huffaker is also involved with Be Tax, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by 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
user avatar

Eric M

Series 66

Salina, KS

LPL Financial

Eric Moore is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to entering financial advising, he worked for nearly three decades at the Social Security Administration. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and asset management services, 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

Jacob Y

Series 66

Salina, KS

LPL Financial

Jacob Yarochowicz is a financial advisor with LPL Financial in Salina, Kansas, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell and Reed and BE Wealth. Outside of his advisory work, he is involved with Apex Engraving, a goods and services business in Salina. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

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

Christopher G

Series 63, Series 65

Salina, KS

LPL Financial

Christopher Giroux is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Waddell & Reed, United Capital Management of Kansas, and his own practice, Chris M. Giroux. He is also a commissioned notary public. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment management provided through a network of advisers using various strategies and tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
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