Rodney Loesch (CRD# 1084127) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 41 years of experience in the finance industry. Rodney Loesch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Lees Summit, MO | Jul 2021 - Current | 2 |
Missouri Professional Photographers Assoc | Florissant, MO | Sep 2019 - Jul 2021 | 1 |
Professional Photographers Of Greater Kansas City | Lee's Summit, MO | Aug 2019 - Jul 2021 | 1 |
Professional Photographers Of America | Atlanta, GA | Jan 2019 - Jul 2021 | 2 |
Lees Summit Sunrise Rotary | Lees Summit, MO | Aug 2018 - Jul 2021 | 2 |
Mid-missouri Group LLC | Harrisonville, MO | Sep 2017 - Jul 2021 | 3 |
Financial Planning Association Of Greater Kansas City | Shawnee Mission, KS | Jan 2017 - Jul 2021 | 4 |
Loesch Photography | Lees Summit, MO | Aug 2016 - Jul 2021 | 4 |
American Soc Media Photog Kc Chapter | Kansas City, MO | Mar 2016 - Jul 2021 | 5 |
Loesch & Associates Inc. | Moberly, MO | Aug 2003 - Jul 2021 | 17 |
Various Insurance Carriers For W & R Insurance Agencies | Lees Summit, MO | Mar 1997 - Jul 2021 | 24 |
Waddell & Reed, Inc. | Independence, MO | Feb 1997 - Jul 2021 | 24 |
Diocese Of Jefferson City | Jefferson City, MO | Sep 2003 - Dec 2014 | 11 |
Moberly Area Community College | Moberly, MO | Apr 2000 - May 2014 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1982 |
- MO
- TX
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
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