Wichita, KS 100 N Main St 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
100 N Main St
Wichita KS 67202
Advisors at this office
6
Advisors at this office
Logan W
Series 65, Series 63
Wichita, KS
LPL Financial
Logan Wiebe is a financial advisor with LPL Financial in Wichita, KS, holding Series 65 and Series 63 licenses and three years of industry experience. He has prior experience at Intrust Bank and Chisholm Trail State Bank, where he worked for seven years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology, providing both discretionary and non-discretionary portfolio management.
Alan C
Series 66
Wichita, KS
LPL Financial
Alan Corliss is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2011 and has worked at Intrust Bank since 2007. Corliss is also involved with Intrust Wealth Management as a financial advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, and provides access to model portfolios, third-party research, and various investment strategies.
Nathan C
Series 66
Wichita, KS
LPL Financial
Nathan Channell is a financial advisor at LPL Financial in Wichita, KS, holding a Series 66 designation with one year of experience at the firm. His prior work includes roles at Intrust Bank and Dillons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to research and model portfolios.
Joseph K
Series 66
Wichita, KS
LPL Financial
Joseph Knorp is a Series 66 licensed financial advisor with LPL Financial, based in Wichita, Kansas. He has nine years of industry experience, including previous roles at INTRUST Bank and the University of Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.
Aldo D
Series 66
Wichita, KS
LPL Financial
Aldo Delgado is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Intrust Bank and U.S. Bank. Outside of his advisory work, he is a notary public in Kansas and provides bookkeeping services through a home-based creative studio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by extensive research and diverse investment strategies.
Dustin W
Series 63, Series 65
Wichita, KS
LPL Financial
Dustin Wilson is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LPL Financial since 2012. Outside of his advisory role, he is assigned a Medallion Guarantee Stamp at INTRUST Bank, N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives, offering a range of financial planning, advisory programs, retirement plan consulting, and brokerage services.
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