Rodney Loesch, financial advisor Lees Summit MO

Rodney Loesch

CRD Number: 1084127
Current Firm: Lpl Financial LLC

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.

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Professional Designations
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
Contact Info for Rodney M. Loesch
Phone Number: 704-733-3300
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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