The Planify Group
The Planify Group's mission is to excite and influence individuals to take action towards clearly defined financial goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Visit and for more information. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss 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.
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Verified contacts
10
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JH
Joseph Heitkamp
Partner, Lpl Financial Planner · Finance & Accounting
EmailPhone - BH
Bob Hughes
Registered Administrative Associate · Operations
EmailPhone - JT
J. Todd Gentry
Lpl Financial Planner · Finance & Accounting
EmailPhone - VB
Valerie Baker
Lpl Financial Planner · Finance & Accounting
EmailPhone
Showing 4 of 10 verified contacts
Top roles at The Planify Group
6 distinct titles indexed · top 6 shown.
- 3lpl financial planner
- 2client services manager
- 1certified exit planning advisor and lpl financial planner
- 1partner, lpl financial planner
- 1registered administrative associate
- 1wealth strategist
Sign up to unlock all 10 contacts at The Planify Group
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Sign up to reveal 10 verified contacts at The Planify Group
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