Kevin
Wood
Lpl Financial LLC
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About this Advisor
Kevin Wood is a financial advisor based in Lees Summit, Missouri, working with Lpl Financial LLC. Kevin has previously held positions at Waddell & Reed Inc, Kevin W Wood Consulting, Various Insurance Carriers For W & R Insurance Agencies, Cass County Corporation For Economic Development, City Of Harrisonville, Freedom's Frontier National Heritage Area, Missouri Municipal League, Cass Community Health Foundation, Harrisonville Chamber Of Commerce, Mid-Missouri Group LLC, Cass County Historical Society, Vote Yes For Cass County Library, Lpl Financial LLC, and Phillip Zaroor Memorial Scholarship. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Missouri, Montana, Ohio, and Texas. Currently, Kevin is part of Lpl Financial LLC, which operates out of Lees Summit, Missouri. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Kevin Wood Work History
Lpl Financial LLC
Harrisonville Chamber Of Commerce
Vote Yes For Cass County Library
Mid-Missouri Group LLC
Harrisonville Chamber Of Commerce
Phillip Zaroor Memorial Scholarship
Harrisonville Chamber Of Commerce
Cass Community Health Foundation
Freedom'S Frontier National Heritage Area
Cass County Corporation For Economic Development
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agenceis
Kevin W Wood Consulting
City Of Harrisonville
Missouri Municipal League
Cass County Historical Society
Disclosures
Please visit the SEC profile of Kevin Wood 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
Fort Mill, SC
Glen Arm, MD
Hollywood, FL
Peoria, AZ
La Jolla, CA
Hyde Park, NY
San Diego, CA
Fort Mill, SC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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