Denise Eskelson is a financial advisor with LPL Financial in Waverly, Iowa, holding a Series 66 designation and 14 years of industry experience. She has previously worked at firms including Morgan Stanley, Merrill, OneMain Financial, and CUNA Mutual Group. She is also involved with TruStage Wealth Management Consulting Services, a business related to her work at LPL.
LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.