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CFP
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CFP

Rodney Loesch

LPL Financial LLC
43 Years of Experience
Lees Summit, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Rodney Loesch is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lees Summit, MO, with 43 years of industry experience. Rodney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1741 NE Douglas St Ste 100, Lees Summit, MO, 64086

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Rodney operates LifeGoals Strategies Group as a DBA for his LPL business, and is the owner/photographer for Loesch Photography and owner of Loesch & Associates Inc., but dedicates no time to these activities. He is also a member of Mid-Missouri Group LLC for tax/investment purposes only and spends minimal time at an insurance agency.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
May 1997 - July 2021 · 24 yrs 2 mos
Waddell & ReedBroker
March 1997 - July 2021 · 24 yrs 4 mos
The Variable Annuity Marketing CompanyBroker
October 1988 - March 1997 · 8 yrs 5 mos
H.D. Vest Investment Securities, INC.Broker
December 1986 - October 1988 · 1 yr 10 mos
Investors Brokerage Services, INC.Broker
May 1983 - December 1986 · 3 yrs 7 mos
Ids Marketing CorporationBroker
January 1983 - March 1983 · 2 mos
State Registrations20 states
AZCACOFLGAILKSKYMDMEMONDNENMOKTXVAWAWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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