Rodney
Loesch
Lpl Financial LLC
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About this Advisor
Rodney Loesch is a certified financial planner based out of Lees Summit, Missouri with 2 years of relevant experience. Loesch works at Lpl Financial LLC. During their career, Loesch has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Loesch & Associates Inc, Moberly Area Community College, Diocese Of Jefferson City, American Soc Media Photog Kc Chapter, Loesch Photography, Financial Planning Association Of Greater Kansas City, Mid-Missouri Group LLC, Lees Summit Sunrise Rotary, Professional Photographers Of America, Professional Photographers Of Greater Kansas City, Lpl Financial LLC and Missouri Professional Photographers Assoc. Loesch maintains a Series 63 license, designating them as a securities representative, and is registered to advise clients in Missouri and Texas. Lpl Financial LLC is a registered investment company based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth investors who have more than $1 million in assets available to invest. Lpl Financial LLC offers a diverse range of services, including 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 are based on which service is offered. Fee types charged by Lpl Financial LLC can include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Rodney Loesch Work History
Rodney has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Professional Photographers Of America
Professional Photographers Of Greater Kansas City
Missouri Professional Photographers Assoc
Lees Summit Sunrise Rotary
Financial Planning Association Of Greater Kansas City
Mid-Missouri Group LLC
American Soc Media Photog Kc Chapter
Loesch Photography
Loesch & Associates Inc
Diocese Of Jefferson City
Moberly Area Community College
Waddell & Reed, Inc
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 Rodney Loesch 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
Hinsdale, IL
Chico, CA
Croydon, NH
Wenatchee, WA
Fort Mill, SC
Richmond, IN
Hazleton, PA
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.
