Kale
Gideon

Lpl Financial LLC

CRD#7435431
Investment Advisor
in Kearney, NE

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About this Advisor

Kale Gideon is a financial advisor based out of Kearney, Nebraska with 1 year of relevant experience. Gideon currently works for Lpl Financial LLC. During their career, the advisor has held roles at Lpl Financial, Bluestone Wealth Advisors, Kearney Winlectric, Yrtc Kearney, Menards, Unk Campus Recreation, Orthman Manufacturing, Messenger Construction, University Of Nebraska At Kearney (Unk), Dobbins Heating & Air and City Of Burwell. Gideon maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Nebraska. Lpl Financial LLC is an advisory firm that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets under management across its 1,688,501 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a broad 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. Fees charged by financial advisors usually depend on which services are provided. Fee types billed by Lpl Financial LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

2217 1St Ave
Kearney, NE 68847

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NE Average: 13
Total Number of Accounts

1,688,501

NE Average: 661
Average Account Size

$217,956

NE 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

Kale Gideon Work History

Kale has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Lpl Financial

2021 - 2022 (1 year)

Bluestone Wealth Advisors

2020 - 2021 (1 year)

Kearney Winlectric

2020 - 2020 (< 1 year)

Orthman Manufacturing

2019 - 2020 (1 year)

Yrtc Kearney

2018 - 2019 (1 year)

Menards

2017 - 2018 (1 year)

Unk Campus Recreation

2017 - 2017 (< 1 year)

Messenger Construction

2016 - 2017 (1 year)

University Of Nebraska At Kearney (Unk)

2014 - 2016 (2 years)

Dobbins Heating & Air

2011 - 2014 (3 years)

City Of Burwell

*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 Kale Gideon 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
Adam Chaney
Naperville, IL
Joseph Praino
Purchase, NY
Rebecca Chiccino
Charlestown, MA
Robert Notarfrancesco
Bridgeport, CT
Hope Hoch
Oldsmar, FL
Kevin Harvey
Chico, CA
Joseph Sarbello
Sea Girt, NJ

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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