Westwood, KS Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
1900 W 47th Pl Ste 320
Westwood KS 66205
Advisors at this office
4
Advisors at this office
Amanda C
Series 66
Westwood, KS
LPL Financial
Amanda Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, with access to model portfolios, research, and a variety of investment management services.
Jeffrey J
Series 66
Westwood, KS
LPL Financial
Jeffrey Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and has been associated with Midwestern Financial Group since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, with options for both discretionary and non-discretionary management.
Jennifer B
Series 66
Westwood, KS
LPL Financial
Jennifer Brown is a financial advisor with LPL Financial in Westwood, KS, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, she worked at Kansas City's Finest, Blue Rivet, and Technology Solutions Partners. Outside of her advisory role, she owns a jewelry business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.
David J
CFP®, Series 63
Westwood, KS
LPL Financial
David Jackson is a CFP® professional with 30 years of experience in the financial services industry. He has been with LPL Financial since 2019 and also operates Modern Horizons Group LLC. Prior to that, he worked at Waddell & Reed, Inc. and various insurance carriers for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.
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