Robert W. Baird & Co.
45yrs
Top advisor by experience in Wichita
24yrs
John Malicoat is a fiduciary financial advisor in Wichita, Kansas, with 24 years in the industry. John joined LPL Financial in 2023, after less than a year at Woodbury Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 546 advisors with offices in Wichita, and one of 509 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 74% of advisors in Kansas
Office8621 East 21st St N, Suite 180, Wichita, KS 67206
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 ?1 state
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
- 2023 – nowLPL Financial LLCCurrent firm
- Sep 2022 – Sep 2022Woodbury Financial Services, Inc.Previously
Contact John
Local office(316) 684-5544Ask for John. (704) 733-3300Main office · Fort Mill, SC 8621 East 21st St N, Suite 180Wichita, KS 67206Office · Get directions Facebook pageLPL Financial
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Questions to ask John
Tailored to John’s registration and firm.
- 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 John
How do I contact John?
Call John’s local office at (316) 684-5544 or the LPL Financial main office at (704) 733-3300, and ask for John Malicoat.
How long has John been a financial advisor?
John has been in the industry since 2002, about 24 years. More experience than 74% of advisors in Kansas.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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