Broker Check

4931 Lindell Boulevard
Suite 150
St. Louis, MO 63108

Joe Roddy, CFP®

314-880-7560

 

Team

Our team has joined the national independent brokerage firm of LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation, representing more than 16,000 independent financial professionals across the country.*  As LPL Financial professionals, we are free to choose the products and services that address our clients’ needs because LPL Financial does not offer any proprietary products.  This commitment to independent financial advice helps to preserve the integrity of our investment advice. For decades, the firm has served as an enabling partner to financial professionals, supporting us in our goals of helping to preserve and grow our clients’ wealth. We are proud of our new affiliation and are confident that you will be pleased with the range of services you will receive as a result.

* As reported by Financial Planning magazine, June 1996-2023, based on total revenue.

Laurie Elfrank

LPL Registered Administrative Assistant

314-880-7552

314-492-5991

Laurie has been working in the financial industry since 2000, and has been a member of Joe's financial services team since 2003. Laurie is a Series 7 registered LPL Registered Administrative Assistant and is West End.Advisory Group's..

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Joe Roddy, CFP®

CERTIFIED FINANCIAL PLANNER™

(314) 492-5999

314-492-5991

Joe Roddy has been in the financial services industry since his early 20s. After working on financial transactions for large corporations, Joe decided he wanted to apply his skill and knowledge to meet the needs of the individual and...

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Stephen Mayer

CERTIFIED FINANCIAL PLANNER™

314-626-4002

314-492-5991

A Saint Louis native, Stephen Mayer graduated from Fontbonne University with a degree in Business Administration. A keen interest in investing led Steve to gain his first experience in the industry in 2012 as a financial advisor for a...

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