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Austin C Kuehl

LPl Financial LLC

Overland Park, KS

Kansas City, MO

Overland Park, KS

CRD 7140544

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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
KS RA APPROVED 2023-10-05
TX RA APPROVED_RES 2022-08-04
MO RA APPROVED 2021-02-18
  • KS RA
    APPROVED
    Since 2023-10-05
  • TX RA
    APPROVED_RES
    Since 2022-08-04
  • MO RA
    APPROVED
    Since 2021-02-18

Branch Locations

Overland Park, KS • United States

4700 Belleview Ave Ste 410, Kansas City, MO 64112 • United States

4400 College Blvd, Ste 101, Overland Park, KS 66211 • 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
University Of Kansas Lawrence KS 08/2014 12/2017
Rockhurst University Kansas City MO 01/2018 12/2018
Unemployed Leawood KS 01/2019 05/2019
Stepp & Rothwell, Inc. Overland Park KS 05/2019 01/2020
Lpl Financial, Llc Kansas City MO 02/2020 Present
Bmg Advisors Kansas City MO 02/2020 Present
  • 08/2014 → 12/2017
    University Of Kansas
    Lawrence, KS
  • 01/2018 → 12/2018
    Rockhurst University
    Kansas City, MO
  • 01/2019 → 05/2019
    Unemployed
    Leawood, KS
  • 05/2019 → 01/2020
    Stepp & Rothwell, Inc.
    Overland Park, KS
  • 02/2020 → Present
    Lpl Financial, Llc
    Kansas City, MO
  • 02/2020 → Present
    Bmg Advisors
    Kansas City, MO
Previous Registrations
Other Businesses

1. 02/17/2021 - BMG ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ KANSAS CITY, MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-17
  • S65 Uniform Investment Adviser Law Examination
    2018-08-17
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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