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Gregory Hadel

40 Years of Experience
Overland Park, KS
BrokerSells Insurance

Gregory Hadel is a registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

11900 College Blvd Ste 315, Overland Park, KS, 66210

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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

Gregory is an owner/insurance agent for non-variable insurance through Hadel Financial Advisors, Inc. He also owns and operates a farm, broadcasts a weekly radio show about financial planning, and owns multiple real estate rental properties, dedicating minimal time to each of these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2019 - Present · 6 yrs 7 mos
LPL Financial LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Woodbury Financial Services, INC.
December 2004 - October 2019 · 14 yrs 10 mos
Franklin Financial Services CorporationBroker
November 1993 - January 1995 · 1 yr 2 mos
Woodbury Financial Services, INC.Broker
November 1992 - October 2019 · 26 yrs 11 mos
Franklin Financial Services CorporationBroker
July 1985 - December 1992 · 7 yrs 5 mos
State Registrations21 states
ARAZCOFLGAIAIDILINKSMIMONCNMNVNYSCTNTXWAWI
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.