LPFG, LLC of AVON, OH is an SEC-registered investment adviser (CRD 312978). Regulatory assets under management: $381.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jonathan G Kasting | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Kevin Min Kim | CHIEF COMPLIANCE OFFICER | — |
| Joey Lee Flinner | CHIEF EXECUTIVE OFFICER | — |
| Michelle Elizabeth Zimmerman | CHIEF OPERATIONS OFFICER | — |
| Brian Scott Hider | CHIEF INVESTMENT OFFICER | — |
| WOODARD KEVIN SEAN | MEMBER | — |
| WARNING ANDREW S | CHIEF COMPLIANCE OFFICER | — |
| FLINNER JOEY LEE | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; PRESIDENT | — |
| O'BRYON MATTHEW G | CHIEF INVESTMENT OFFICER | — |
| ZIMMERMAN MICHELLE ELIZABETH | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| Kasting Jonathan G | CHIEF COMPLIANCE OFFICER | — |
| HIDER BRIAN SCOTT | CHIEF INVESTMENT OFFICER | — |