user avatar

Eric Russell Mindham

Advisor at LPL Financial — Richland Center, WI W Court St

Updated today

Credentials

Series 66

Experience

9 years

Location

Richland Center, WI 53581-2344

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Eric Mindham is a financial advisor with LPL Financial who holds a Series 66 designation and has nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Trust Point, Inc. and the University of Wisconsin-La Crosse. Outside of his advisory role, he serves as a cross country coach for the Richland School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its platform supports a wide range of strategies implemented by investment adviser representatives through model portfolios, third-party subadvisors, and customized approaches.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Richland Center, WI W Court St

195 W Court St

Richland Center WI 53581-2344

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

9 years of industry experience

ICA Group Wealth Management, LLC

2021 - 2024 • 3 years

Richland Center, WI

LPL Financial

2017 - Present • 9 years

Richland Center, WI

Investment Centers of America, Inc.

2017 - 2017 • 1 year

Richland Center, WI

Trust Point, Inc.

2015 - 2017 • 2 years

La Crosse, WI

UW - La Crosse

2014 - 2016 • 2 years

La Crosse, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Scott K

Series 66

Lone Rock, WI

First Command Advisory Services

Scott Klaas is a financial advisor with First Command Advisory Services, holding a Series 66 credential and three years of industry experience. Prior to his current role, he served in the U.S. Army Mission Command Training Program for four years and has been involved in livestock farming as the owner of Saint Wendelin's Croft since 2020. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and select third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Terry S

Series 66

Richland Center, WI

Commonwealth Financial Network

Terry Sebranek is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 credential and has previously worked with firms including Raymond James Financial and Rewald, Sebranek & Frawley, LLC. In addition to his advisory work, he is involved in tax preparation through RSF Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Joseph B

Series 66

Richland Center, WI

Commonwealth Financial Network

Joseph Brown is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has nine years of industry experience and has previously worked with Navigate Wealth LLC and the firm Rewald, Sebranek, & Frawley. Brown serves as a board member for the Ithaca Public School in Richland Center, WI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a wide range of adviser-support services, including managed-account programs, third-party asset manager access, and custody and clearing solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Brandi W

Series 63, Series 65

Blue River, WI

Commonwealth Financial Network

Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been associated with Commonwealth Financial Network and WCCU Investment Consultants since 2012. Outside of her financial career, she has worked as a waitress at Mellem Fish House for 10 years and is an independent consultant selling personal care and cleaning products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Kaleb F

Series 66

Richland Center, WI

Commonwealth Financial Network

Kaleb Frawley is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Raymond James Financial and Rewald, Sebranek & Frawley, LLC. In addition to his advisory role, he owns RSF Group, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm supports advisors with a broad platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Kim L

ChFC®, Series 63

Richland Center, WI

Eagle Strategies (NY Life)

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) in Richland Center, WI, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His work history includes roles at New York Life Insurance Company and Nylife Securities Inc. since the mid-1990s, and he currently operates Prosper Financial Strategies, LLC. Outside of his advisory work, Luckey serves on the board and finance committee of The Richland Hospital Foundation and is involved in local youth sports officiating. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)