Kelly Wade
Investment adviser representative at LPL Financial LLC
15 yearsExperience
3 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
15 years in the industry.
- LPL Financial LLCJul 2021 to now
- Big Brother Big SistersMay 2018 to Jan 2019
- City of EmporiaJan 2018 to Feb 2018
- Sacred HeartOct 2017 to Jan 2018
- Campaign for Kelly WadeJun 2017 to Nov 2017
- MasonsApr 2017 to Jul 2021
- Chamber AmbassadorApr 2016 to Oct 2020
- Leadership Emporia Alumni AssociationSep 2014 to Dec 2017
- Various Insurance Carriers for W&r Insurance Agencies IncJun 2013 to Jul 2021
- Waddell & Reed, Inc.Dec 2012 to Jul 2021
- Emporia-lyon County Metropolitan Planning CommissionJan 2012 to Dec 2017
- Rolling Hills Homeowners AssociationNov 2011 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (KS, 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
- 6143721
- Firm CRD
- 6413