Steve Lawrence
Wealth Advisor at Personal Financial Group
- Role
- Wealth Advisor at Personal Financial Group
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Steve Lawrence
Specialties: Financial Planning, Investment Management
Experience
Wealth Advisor
Feb 2018 — Present · Overland Park, KS, US
As an LPL Wealth Advisor I am free to choose the products and services that address my client’s needs because LPL Financial does not offer any proprietary products. This commitment to conflict-free financial advice helps to preserve the integrity of my investment advice. For decades, the firm has served as an enabling partner to financial advisors, supporting independent advisors preserve and manage our clients’ wealth. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation, as reported by Financial Planning magazine, 19••••22, based on total revenue.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Personal Financial Group and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Kansas State University
BS, Journalism and Mass Communications
1983 — 1987
Skills
- Wealth Management
- Asset Allocation
- Marketing Strategy
- Fixed Annuities
- Financial Planning
- Strategic Planning
- Investment Management
- 401k
- Mutual Funds
- Estate Planning
- Series 63
- Retirement
- Investments
- Strategic Financial Planning
- Retirement Planning
- Series 7
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