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Shelbey Jordan Lyons

LPl Financial LLC

Waverly, IA

North Liberty, IA

CRD 7418147

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-12-05
  • IA RA
    APPROVED
    Since 2025-12-05

Branch Locations

2000 Heritage Way, Waverly, IA 50677 • United States

North Liberty, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Fort Mill SC 07/2021 Present
Hy-Vee Cedar Rapids IA 12/2014 07/2021
  • 07/2021 → Present
    Lpl Financial Llc
    Fort Mill, SC
  • 12/2014 → 07/2021
    Hy-Vee
    Cedar Rapids, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-05
  • S66 Uniform Combined State Law Examination
    2025-12-05

View on SEC IAPD

Nearby Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MML INVESTORS SERVICES, LLC
PRINCIPAL SECURITIES, INC.

Nearby Investors

ANGIE RENEE HUBBARD
MARK DAVID HUBBARD
KEVIN C TENNYSON

Nearby Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waverly, IA
MML INVESTORS SERVICES, LLC · Waverly, IA
PRINCIPAL SECURITIES, INC. · Waverly, IA

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