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Welcome to the LPL/Kingdom Advisors Community website. In partnership with Kingdom Advisors, our LPL/Kingdom Community is an advisor-led group offering community, training, and resources to any LPL Financial advisor who desires to deliver professional financial advice that aligns with the values and priorities of their Christian and faith-based clients.


SPECIAL ANNOUNCEMENTS


  • CERTIFIED KINGDOM ADVISOR® (CKA®) DESIGNATION - The Certified Kingdom Advisor® (CKA®) designation is compliance approved by LPL Financial and added to the approved/accommodation list as permitted for all advisors (except for those advisors registered in the state of Oregon). LPL is one of the leading national firms allowing the CKA® designation to support advisors better serve the Christian consumer market segment. The approval of the CKA® designation also positions our advisors and LPL Financial to more competitively retain and recruit advisors who want to serve this rapidly growing client segment. CLICK HERE to learn more about the CKA® designation.
  • LPL/KINGDOM ADVISORS COMMUNITY LINKEDIN PAGE - Join our LinkedIn page and get the latest group updates and news. CLICK HERE and get connected. 





UPCOMING EVENTS:
 
Event: LPL-Kingdom Advisors Bi-Monthly Study Group
Register
Topic: Portfolio Construction with BRI Products (Biblically Responsible Investing) - Speaker: Will Lofland, Director, Head of Intermediary Distribution at Guide Stone Funds - Speaker Bio: Will leads the sales efforts for both the GuideStone Funds lineup of registered mutual funds and GuideStone Investment Services, which provides investment advisory services to institutional non-profit organizations. In addition, he oversees GuideStone’s shareholder advocacy strategy and represents the firm as a participant on the Interfaith Center on Corporate Responsibility.

Date: Wednesday, November 18, 2020 2:30pm – 3:30pm ET

Take your next step with the LPL/Kingdom Advisors Community. To get the most value from our advisor community, below is list of opportunities to help you continue to grow as an LPL Financial advisor serving the Christian market segment.

NEXT STEPS

  1. KA MEMBERSHIP (click here to join)
  2. CKA® DESIGNATION (click here for more info)
  3. KA STUDY GROUPS (click here to find one near you)
  4. 2021 KA VIRTUAL ANNUAL CONFERENCE - (click here for more info)

ENGAGEMENT OPPORTUNITIES 

  1. QUARTERLY INSPIRATION CALLS 
  2. BI-MONTHLY LPL STUDY GROUP CALLS
  3. GROUP LINKEDIN PAGE (click here to join)






RESOURCES INCLUDE:

  • Featured Resources - special value-add resources highlighted for your referenceQuarterly Inspiration Calls - recordings of past conference calls featuring various special guests to encourage and educate you. (these resources have NOT been approved by LPL Compliance)
  • Bi-Monthly Study Group Calls - interactive calls every other month featuring special presenters and guests focused on helping you apply biblical financial wisdom into your client advice. (these resources have NOT been approved by LPL Compliance)
  • Other Resources - various selected resources to support your personal and professional development (these resources have NOT been approved by LPL Compliance)
  • Resources Approved by LPL Compliance for Firm and Client Marketing Purposes - Compliance approved resources which have been formally approved by LPL Compliance.

FEATURED RESOURCES

  • "UNDERSTANDING THE CHRISTIAN MARKET SEGMENT" - Kingdom Advisors White Paper on the Christian Financial Industry. 
    Download
     A must-read and in-depth review of the Christian financial industry including: the business opportunity for advisors and firms, the financial planning differentiators of Christian clients, and the market impact of Christian financial advisors.
  • ADVISOR UNIVERSITY WEBINAR (5/13/20)
    Listen to the Replay
    Kingdom Advisors and our LPL/KA Community Group were featured on a LPL Advisor University call on May 13th, 2020. LPL/KA Community Board Chair Ward Keever interviewed KA President Rob West on the topic of "Serving The Faith-Based Client." This was a huge opportunity for our community to increase our visibility, awareness and impact as over 560 LPL advisors registered for the event.

RESOURCE LIBRARY

Quarterly Inspiration Calls

  • 6/23/20 - Jay Bennett - Kingdom Advisors Quarterly Inspirational Call with Jay Bennett.
      Listen to the Replay Password: AyTTR3BZ
  • 12/17/19 - Danny Weurffel - Executive Director of Desire Street Ministries, 1996 Heisman Trophy winner for 1996 National Champions Florida Gators, and former NFL Quarterback.
     Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 118-894-449##
  • 9/17/19 - Scott Seese - Managing Director and Chief Information Officer for LPL Financial.
     Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 117-613-974#
  • 6/25/19 - Ron Blue, CEO of Ronald Blue Institute and Founder of Kingdom Advisors.
     Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 115-398-831#
  • 3/26/19 - Paul Anthes, President-Financial Advisory Corp, and Founder-R3 Coaching.
     Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 112-868-247#
  • 12/4/18 - Mitch Anthony -
     Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 112-067-769#

Bi-Monthly Study Group Calls

  • 9/16/20 - LPL-Kingdom Advisors Bi-Monthly Study Group
    Topic: Can you have Faith in ESG? Jordan Izumi, CFP®  Vice President, Advisor Solutions Group @Crossmark Global Investments 
     Watch the Replay
  • 7/15/20 - LPL-Kingdom Advisors Bi-Monthly Study Group
    Topic: Kingdom Advisors Dispelling Myths - Performance Study on CIF Funds.
     Listen to the Replay to the Replay Password: RwCZra69
  • 6/10/20 - LPL-Kingdom Advisors Bi-Monthly Study Group
    Topic: The 3 Legged Stool of Faith Driven Investing Date:Wednesday, June 10, 2020.
     Listen to the Replay to the Replay Password: mRMXtrn2


Other Resources

  • LPL Virtual Focus Conference 2020 (LPL/KA Community Prayer Breakfast)
    Topic: The LPL/KA Community Group special prayer breakfast including prayer, updates and special announcements.  Date: 8/20/20
     Listen to the Replay Password: EpqDAYM3
  • "Simplifying the Money Conversation" by Kingdom Advisors' Founder-Ron Blue 
     Watch
  • Quarterly Economic Review with Jerry Bowyer (April 2019) 
     Listen to the Replay
  • Christian Financial Industry/Kingdom Advisors White Paper - "Understanding the Christian Market Segment" 
     Read/ Download 
  • "The Healthy Business Index" - Paul Anthes, R3 Coaching
    Read/Download

Resources Approved by LPL Compliance for Firm/Client Marketing

  • New Resources Coming Soon

FOR MORE INFORMATION 

EMAIL – LPLKACommunity@lpl.com

PHONE - Ward Keever @ 302-234-5655 - LPL/KA Community Board Chair

CLICK HERE for our LinkedIn Group Page 








LPL/KINGDOM ADVISORS COMMUNITY BOARD

  • G. Ward Keever IV - Board Chair, ward@covenantwealthstrategies.com
  • Aaron Larson - Vice Chair, alarson@waterrockfinancial.com
  • Loran Graham - Past Board Chair, Loran@lorangraham.com
  • Rusty Russell – Treasurer rusty@covenant-wm.com
  • Bain Nickels - Member at Large, bain@nickelswealth.com
  • Eric Freckman - Member at Large, eric@gf-wealth.com
  • Sean Weaver - Member at large, sean@onexvi.com
  • Pete Lesnik – Member at large, peter.lesnik@hiptpartners.com
  • Kate Redden – Member at large, imwealthcare.com