Toledo, OH Central Park West Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,716 advisors across 10,440 offices

Location

3230 Central Park West Ste 100

Toledo OH 43617

Advisors at this office

7

Advisors at this office

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Stephen M

ChFC®, Series 63

Toledo, OH

LPL Financial

Stephen Mckenney is a financial advisor at LPL Financial with 48 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously with Securian Financial Services, Minnesota Life, and has been self-employed since 1996. Outside of advising, he is involved with the Financial Design Group, Inc. and holds agency roles in non-variable insurance products. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with a focus on discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kathleen P

CFP®, Series 63, Series 66

Toledo, OH

LPL Financial

Kathleen Pigott is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. She has 18 years of industry experience, including roles at Financial Design Group and Minnesota Life Insurance Co. In addition to her advisory work, she is involved as an agent for Crump Life Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Faith K

Series 66

Toledo, OH

LPL Financial

Faith Kieninger is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with LPL Financial. Her previous roles include positions at Croak Asset Management, Cardone Financial Group, and Voya Financial Advisors. She also holds notary and non-variable insurance-related activities in Toledo, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and portfolio management services.

College savings (529s, UTMA, etc.)
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Jason S

Series 66

Toledo, OH

LPL Financial

Jason Strasser is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 license and previously worked at Financial Design Group, Minnesota Life Insurance Company, and Securian Financial Services. Outside of his advisory role, he is involved as a fitness and sports coach through Sylvania Recreation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Michael C

Series 63, Series 65

Toledo, OH

LPL Financial

Michael Clements is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and offering 26 years of industry experience. He has worked at LPL Financial since 2023 and previously was associated with Financial Design Group and Minnesota Life/Securian Financial Services for nearly two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, including both discretionary and non-discretionary management supported by various model portfolios and research.

College savings (529s, UTMA, etc.)
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Gregory M

Series 66

Toledo, OH

LPL Financial

Gregory Mikesell is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at Financial Design Group since 2000 and was previously associated with Securian Financial Services and Minnesota Life. Mikesell operates a non-variable insurance business under FDG Fixed Insurance in Toledo, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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David W

Series 66

Toledo, OH

LPL Financial

David Walkup is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previous experience with firms including Financial Design Group, Minnesota Life Insurance Co, Securian Financial Services Inc, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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