Town and Country, MO S. Outer 40 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
14500 S. Outer 40, Ste 200
Town and Country MO 63017
Advisors at this office
4
Advisors at this office
Peyton S
Series 66
Town and Country, MO
LPL Financial
Peyton Stauffer is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera Advisors and Legacy Wealth Advisors, and has experience outside the financial industry with Springfield Remanufacturing Corporation and Maso Pizza Bar. He also serves as trustee and power of attorney for a revocable living 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.
Jeremy S
Series 66
Town and Country, MO
LPL Financial
Jeremy Spellmeyer is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera Advisors LLC and First Allied Securities, Inc. In addition to his advisory role, he is involved with Legacy Tax Advisors, LLC, providing tax preparation and accounting services. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
Kevin L
Series 63, Series 65
Town and Country, MO
LPL Financial
Kevin Loyd Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Cetera Advisors LLC, First Allied Advisory Services, and National Planning Corporation. Outside of his advisory role, he owns SHM Comics, LLC, a home-based business unrelated to investments. 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 portfolio programs, third-party asset management, and institutional platforms.
Calvin K
Series 66
Town and Country, MO
LPL Financial
Calvin Keth is a Series 66–credentialed financial advisor with 14 years of industry experience. He is currently with LPL Financial and has prior experience at Cetera Advisors LLC, First Allied Advisory Services, and Barber Financial Group. Outside of his advisory work, he is involved with Legacy Tax Advisors, LLC, a tax preparation and accounting firm. 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 financial planning, asset management programs, and institutional platforms, utilizing a range of investment strategies implemented by its network of advisor representatives.
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