Isaac N Garber

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Central Bank
  Sedalia, MO
• 11/2024 → 01/2025
  Bothwell Regional Health Center
  Sedalia, MO
• 12/2015 → 10/2024
  Anchor Point Advisory Group Fka Wilson Toellner Cpa
  Sedalia, MO
• 02/2025 → Present
  Lpl Financial
  Sedalia, MO

Other Businesses

1 - 02/2025 - Central Investment Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 403 W Broadway Blvd Sedalia, MO 65301 Financial Planning/Advising - DBA for LPL Business Para Planner 02/10/2025 175 hours per month/Full Time Employment All my time is spent working during securities trading hours/ 8:30 - 3:00 CT each day Current duties include: Answering phones/clerical and administrative duties - After I obtain my series 7, 66, and insurance license, I will begin training to be an advisor. SIE has already been attained.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-20

Other Names

• Isaac Garber