Kevin Wayne Wood
Investment adviser representative at LPL Financial LLC
20 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCJul 2021 to now
- Vote Yes for Cass County LibraryFeb 2020 to Nov 2020
- Mid-missouri Group LLCSep 2017 to Jul 2021
- Phillip Zaroor Memorial ScholarshipMay 2017 to Jul 2021
- Harrisonville Chamber of CommerceJan 2016 to Jul 2021
- Cass Community Health FoundationMar 2014 to Jul 2021
- Freedom's Frontier National Heritage AreaJan 2010 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenceisSep 2003 to Jul 2021
- Waddell & Reed IncMay 2003 to Jul 2021
- Kevin W Wood ConsultingMay 2002 to Aug 2019
- Cass County Historical SocietyOct 2001 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4665851
- Firm CRD
- 6413