Robert G Burns
44yrs
Top advisor by experience in Blue Springs
39yrs
Steven Hellon is a fiduciary financial advisor in Blue Springs, Missouri, with 39 years in the industry. After 24 years at Waddell & Reed, Steven joined LPL Financial in 2021, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 37 advisors with offices in Blue Springs, and one of 34 fiduciaries.
At a glance
Experience39 years (since 1988)
How that compares ?Top 4% by experience in Missouri
Office1208 W Main St, Blue Springs, MO 64015
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 1997 – 2021Waddell & ReedPreviously
Contact Steven
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Steven. 1208 W Main StBlue Springs, MO 64015Office · Get directions Facebook pageLPL Financial
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call LPL Financial at (704) 733-3300 and ask for Steven Hellon. Steven works from the Blue Springs, MO office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1988, about 39 years. Top 4% by experience in Missouri.
What licenses does Steven hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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