Morgan Stanley
44yrs
Top advisor by experience in Lafayette
2yrs
Kendra Applegate
Financial advisor at LPL Enterprise
Kendra Applegate is a fiduciary financial advisor in Lafayette, Indiana, with 2 years in the industry. Kendra joined LPL Enterprise in 2025, a firm offering financial planning, investment management, and educational workshops. LPL Enterprise reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 116 advisors with offices in Lafayette, and one of 105 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office134 Executive Drive Suite 2, Lafayette, IN 47905
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowLPL Enterprise, LLCCurrent firm
Questions to ask Kendra
Tailored to Kendra’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kendra
How do I contact Kendra?
Call LPL Enterprise at (704) 733-3300 and ask for Kendra Applegate. Kendra works from the Lafayette, IN office.
How long has Kendra been a financial advisor?
Kendra has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Kendra hold?
Series 66. Tap any license on this page to see what it allows.
Is Kendra a fiduciary?
Kendra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kendra paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kendra 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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