As an independent financial consultant, with over a decade of experience, I am free to make objective recommendations of investments and related products from many of the nations top providers, not just a limited number determined by a large corporate entity. Additionally, I have chosen utilize the resources of LPL Financial the nation’s leading financial services company.* LPL Financial acts as the custodian of your investment accounts.
(*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.)
*All investing involves risk including loss of principal. No strategy assures success or protects against loss.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI and MN.