Anthony
Flax

Lpl Financial LLC

CRD#5566686
Investment Advisor
in Wichita, KS

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About this Advisor

Anthony Flax is a financial advisor operating in Wichita, Kansas with a total of 2 years of relevant experience. Flax is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Rewick Education Foundation, Council Of Hope, Inc, Prairie Travelers, Inc, Flax Holdings Inc and Lpl Financial LLC. Flax has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Kansas and Texas. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in assets between its 1,688,501 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically are based on which service is provided. Fee types charged by Lpl Financial LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

8415 E 21St St N, Ste 210
Wichita, KS 67206

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

KS Average: $646,059,043
Total Number of Employees

31,366

KS Average: 13
Total Number of Accounts

1,688,501

KS Average: 661
Average Account Size

$217,956

KS Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Anthony Flax Work History

Anthony has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2018 - 2021 (3 years)

Flax Holdings Inc

2014 - 2021 (7 years)

Prairie Travelers, Inc

2013 - 2016 (3 years)

Council Of Hope, Inc

2011 - 2014 (3 years)

Rewick Education Foundation

2008 - 2021 (13 years)

Waddell & Reed, Inc

2008 - 2021 (13 years)

Various Insurance Carriers For W&R Insurance Agencies

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Flax to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Hyun Song
Vienna, VA
Rebecca Chiccino
Charlestown, MA
Daniel Mehan
Chico, CA
Gregory Horn
Lawrenceburg, IN
Robert Notarfrancesco
Bridgeport, CT
Adam Chaney
Naperville, IL
Hope Hoch
Oldsmar, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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