# LPL Financial

- **Website:** <https://roepoundstonewealthandinsurancemgt.com>
- **Primary alias:** `roepoundstonewealthandinsurancemgt.com`

## Description

Roe-Poundstone Wealth Management & Insurance is a financial services firm based in Morris, Illinois, with a history dating to 1964. The firm emphasizes trust, transparency, personalized guidance, and recommendations designed around each client’s goals and best interests. It serves individuals, families, and businesses, helping them navigate financial decisions and work toward long-term financial well-being.

Its services include investment guidance and financial planning, with support for retirement planning, asset protection, and building a financial legacy. The firm also offers insurance solutions, including life, disability and long-term care, group and individual health, short-term health, and vision and dental insurance.

Roe-Poundstone is affiliated with LPL Financial, which provides access to research, technology, and investment resources. LPL’s independent structure means it does not manufacture proprietary investments or engage in investment banking, supporting advice focused on clients’ needs rather than company-sponsored products. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and member of FINRA and SIPC. The firm is located at 1802 N Division Street, Suite 302, Morris, Illinois.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/lpl-financial)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id7SdWtVl0/w/480/h/480/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793531616383)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id7SdWtVl0/w/200/h/200/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793531616653)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Equator | #e1ad57 | accent |
| Oxford Blue | #374151 | dark |
| Marzipan | #f8df9d | light |

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id7SdWtVl0/w/400/h/100/idB6lFhAxr.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793531616484)

---

_Source: <https://brandfetch.com/roepoundstonewealthandinsurancemgt.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._