Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.
Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.
General Information |
| Firm Start Year: | 2012 | |
| Name of Broker/Dealer: | LPL Financial |
| Number of Years with Current Firm: | 10 |
| Advisory Services Provided: | Risk Management, Education Funding and Planning, Tax Advice and Services, Retirement Planning |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
Education |
| Bachelor of Science - Finance | Wisconsin
- Superior 09/01/1999-04/01/2001 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
