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Credentials
Series 63, Series 65
Experience Industry experience
19 years
Location
Cambridge, MN 55008
LPL Financial
Institution
Richard Brown is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. for 11 years. He also serves as an assistant hockey coach at Cambridge-Isanti High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment approaches, including model portfolios and third-party strategies, and integrates technology tools for operational and research support.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Bird Island, MN S Main Street
205 S Main Street
Bird Island MN 55310
Advisors at this office
2
Minnesota · Texas
19 years of industry experience
LPL Financial
2017 - Present • 9 years
Cambridge, MN
Investment Centers of America, Inc.
2006 - 2017 • 11 years
Cambridge, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Cambridge, MN
LPL Financial
Joseph Morley is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked for Investment Centers of America, Inc. for 12 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Series 63, Series 65
McIntosh, MN
Cetera
Davin Swanson is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in agriculture as an owner of a beef cow/calf operation and serves as treasurer for a local cemetery board. Swanson also participates in community service as a board member for the Win E Mac school district and is president of King Town Mutual Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, planning, and consulting services through a multi-manager platform that supports various investment strategies and program structures.
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