St. Louis, MO S Brentwood Blvd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,511 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

1401 S Brentwood Blvd Ste 400

St. Louis MO 63144

Advisors at this office

17

Advisors at this office

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Brian M

CFA®, Series 63

St. Louis, MO

LPL Financial

Brian McGeehon is a financial advisor with LPL Financial in St. Louis, MO, holding the CFA® designation and Series 63 license, with 16 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He is also involved in tax preparation and accounting through Gatewood Tax and Accounting, LLC. 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 and model portfolio programs, supported by technology tools and a broad platform that integrates advisory and non-advisory financial activities.

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

CFP®, Series 63

St. Louis, MO

LPL Financial

Christina Shockley is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with LPL Financial in St. Louis, MO, where she has worked since 2019. Prior to that, she held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research tools and multiple investment platforms.

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

CFP®, Series 65, Series 63

St. Louis, MO

LPL Financial

John Clemons is a financial advisor at LPL Financial in St. Louis, MO, holding the CFP® designation with eight years of industry experience. His prior roles include positions at M & M Wealth Management and Meridian Wealth Management. He is also a business owner of A & B Enterprise of East KY, LLC, a non-investment related venture. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory professionals with research tools and diverse investment options.

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

CFP®, Series 63

St. Louis, MO

LPL Financial

Mary Blythe is a CFP®-certified financial advisor with six years of industry experience. She is currently with LPL Financial and previously worked at Edward Jones and Northwestern Mutual Investment Services LLC. Mary is based in St. Louis, MO. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.

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

Series 66

St. Louis, MO

LPL Financial

Joseph Kritchell is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, he worked in various roles including at The Meador Law Firm and University of Missouri - Columbia. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and extensive non-advisory financial activities.

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

CFP®, Series 66

St. Louis, MO

LPL Financial

Nina Breen is a CFP® professional with 12 years of industry experience. She is currently with LPL Financial and has prior experience at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Breen also operates Gatewood Wealth Solutions, LLC, a business related to her LPL activities. 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 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
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Christopher A

CFA®, Series 63

St. Louis, MO

LPL Financial

Christopher Arends is a CFA® charterholder affiliated with LPL Financial, based in St. Louis, MO, with eight years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is involved with Gatewood Tax and Accounting, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, 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, employing various portfolio strategies supported by research and technology tools.

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

CFP®, CFA®, Series 63

St. Louis, MO

LPL Financial

Aaron Tuttle is a CFP® and CFA® with 20 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously spent 10 years with Northwestern Mutual Wealth Management Company. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

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

Series 65, Series 63

St. Louis, MO

LPL Financial

Muhammad Khalid is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Goldman Sachs, Grantham, Mayo, Van Otterloo, Wellington Management, and Washington University in St. Louis. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

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

Series 63, Series 65

St. Louis, MO

LPL Financial

Jared Freese is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Northwestern Mutual in various roles from 2011 to 2021. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.

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

Series 65

St. Louis, MO

LPL Financial

Ian Mueller is a financial advisor at LPL Financial in St. Louis, MO, holding a Series 65 designation. He has been with LPL Financial since 2026 and has experience with several other firms and financial services organizations, including Gatewood Wealth Solutions and Reliant Financial Services. Ian has also held roles related to personal financial planning and financial education at the University of Missouri. 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, supported by extensive operational tools and a broad network of over 22,800 advisors.

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

Series 63, Series 65

St. Louis, MO

LPL Financial

Micah Alsobrook is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Ameren Corporation and Lockton Financial Advisors. Outside of his advisory work, he is involved with Gatewood Wealth Solutions, a business related to his LPL activities. 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 various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad range of affiliated financial services.

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

CFP®, Series 65, Series 63

St. Louis, MO

LPL Financial

Brandon Laxton is a financial advisor with LPL Financial in St. Louis, MO, holding CFP®, Series 65, and Series 63 credentials and six years of industry experience. His prior roles include positions at Moneta Group Investment Advisors, LLC, Buckingham Asset Management, LLC, and US Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolios, third-party asset management, and institutional services.

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

Series 63, Series 65

St. Louis, MO

LPL Financial

Cole Milam is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining LPL in 2021, he held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, and worked with the Boston Red Sox. Outside of his advisory work, Milam is involved in athletic development as a pitching coordinator for Gators Baseball Academy and through the Maximized Pitching Lab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

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

Series 66

St. Louis, MO

LPL Financial

Liam Higgins is a financial advisor with LPL Financial based in St. Louis, MO. He holds a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at North Inc., EPIC Systems Group, and Coldwell Banker Real Estate School. 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 wide range of advisory and brokerage services supported by various investment strategies and operational tools.

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