Site Navigation

Home
About
Services
Contact
Info

Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial

"Building and Preserving your wealth"

About Us

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firms mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firms tools and resources to help them provide financial guidance and recommendations to help meet their clients needs. For more information about LPL Financial, visit www.lpl.com.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Areas Served

Our Professional Associations

Auxiliary Member of American Legion
Lifetime Member of Million Dollar Round Table
Marseilles Rotary Club

Our Certifications

Member FINRA/SIPC (finra.org, sipc.org)

What We Offer

Our Specialties include:

Insurance
Investments

Our Services include:

Insurance:
Group and Individual Health Insurance
Long Term Care Insurance
Disability Insurance
Medicare Supplements
Financial:
Stocks
Bonds
Mutual Funds
ETF Funds
Financial Advisor
Wealth and Money Management
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org, sipc.org)

Our Products include:

Group and Individual Health, Short-term Health, Vision, Dental, Life, Disability and Long-term Care Insurance

Contact Us

Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial
1802 N Division Street Suite 302 Morris, IL 60450
Phone: (815) 942-3527
Fax: (815) 942-8253
Email: d.roepoundstone@lpl.com

Off of Route 47. Inside the Morris Business and Technology Center.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Where To Find Us

Payment Types Accepted

Check

Our Hours

Holiday Hours May Vary. Please Call For Details.

Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 4:00 PM

Info

LPL.com