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Rosette Randel

Advisor at LPL Financial

Updated today

Location

Seneca, KS

Credentials

Series 63

Industry experience

30 years

About

Rosette Randel is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. She previously worked with Waddell & Reed, Inc. and various insurance carriers over 25 years. Randel serves on the board of the Nemaha Central FFA Alumni and Supporters. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a wide range of investment approaches through its in-house research team and large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Seneca, KS

Most active in

Kansas · Texas

Work history

LPL Financial, LLC

2021 - Present (5 years)

Nemaha Central FFA Alumni and Supporters

2020 - Present (6 years)

Troy V and/or Rosette M Randel

2009 - Present (17 years)

Various Insurance Carriers

1996 - 2021 (25 years)

Waddell & Reed, Inc.

1996 - 2021 (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dane Brinker is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2015. He has four years of industry experience. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, using a platform-centered approach that combines internally managed and third-party models.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Independent Financial partners

Amber Bletscher is a financial advisor with Independent Financial Partners and holds a Series 66 designation. She has seven years of industry experience, including prior roles at National Securities and Heartland Wealth Strategies. Outside of advising, she serves as treasurer and board member of the USD 113 Foundation, participates in scholarship committees, and works as a substitute teacher for the USD 113 School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model, allowing individual advisors to set investment strategies, while also offering centralized asset management and specialized retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Seneca, KS

Creative Planning

Ethan Rethman is a financial advisor at Creative Planning with 10 years of industry experience. He holds a Series 65 credential and previously worked at Invisor Financial LLC for 10 years before joining Creative Planning. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Steven S

Series 63, Series 66

Sabetha, KS

Thrivent Investment Management

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Sabetha, KS

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