Wichita, KS S Maize Rd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,465 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

230 S Maize Rd

Wichita KS 67209

Advisors at this office

6

Advisors at this office

user avatar

Amy M

Series 66

Wichita, KS

LPL Financial

Amy Mckinley is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Bergkamp Financial Inc and Waddell & Reed, Inc. She has also managed her own businesses, including McKinley Mowing Service and McKinley Pasture Solutions, 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational and research tools.

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

Lori Z

Series 66

Wichita, KS

LPL Financial

Lori Zern is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 license and eight years of industry experience. She previously worked at Bergkamp Financial Inc and has experience with insurance agencies and advisory roles dating back to 2018. Outside of her advisory work, she was involved with Village Tours LLC for 14 years. 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 access to third-party asset management, supporting clients with strategic, tactical, and alternative investment strategies.

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

Michael D

Series 66

Wichita, KS

LPL Financial

Michael Dennis is a financial advisor with LPL Financial based in Wichita, KS. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers for over a decade. Dennis has been involved in business activities related to insurance and investment through Midwest Farm & Family Insurance LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

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

Ryan Z

Series 66

Wichita, KS

LPL Financial

Ryan Zern is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he spent seven years at OneSource Technology. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. 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
user avatar

Danielle Q

Series 63, Series 65

Wichita, KS

LPL Financial

Danielle Qualls is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for 12 years before joining LPL Financial. Outside of advising, she owns and operates a farm business in Cheney, KS. 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 access to diverse investment strategies, supported by advisor-facing tools and a broad platform that encompasses non-advisory financial activities.

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

Samuel M

Series 63, Series 66

Wichita, KS

LPL Financial

Samuel Milner is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at AXA Advisors and Ohio National Financial Services, as well as work with Catholic Charities. Milner is also involved with Bergkamp Financial, a DBA related to his LPL business. 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, utilizing various investment strategies and technology tools while supporting a large 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
View complete list of advisors at this office
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