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Robert Michael Rynes

Advisor at LPL Financial — Spring Green, WI South Lexington Street

Updated today

Credentials

Series 66

Experience

11 years

Location

Spring Green, WI 53588

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 11,245 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Robert Rynes is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at The Peoples Community Bank and LPL Financial since 2015. Rynes is also involved in selling Medicare supplemental insurance through a non-variable insurance agency. 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.

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

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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

Spring Green, WI South Lexington Street

166 South Lexington Street

Spring Green WI 53588

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

11 years of industry experience

The Peoples Community Bank

2015 - Present • 11 years

Richland Center, WI

LPL Financial

2015 - Present • 11 years

Richland Center, WI

Disclosures

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

Business activities & affiliations

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Charles W

Series 63, Series 65

Arena, WI

Global View Capital Management LLC

Charles Weigel is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with his own insurance agency, Weigel & Associates, since 1983, where he serves as owner and insurance agent. His background includes roles in affiliated entities focused on insurance marketing and advisory services. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach centered on technical analysis applied to ETFs and mutual funds, supported by proprietary research through its wholly owned affiliate, AdvisorGuide, LLC.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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
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Jacqueline K

Series 63

Mazomanie, WI

LPL Financial

Jacqueline Keith is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. She has been with LPL Financial since 1997 and also worked at Bankers' Bank for 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Darrah T

Series 66

Spring Green, WI

Ameriprise

Darrah Tomas is a financial advisor with Ameriprise in Spring Green, WI, holding a Series 66 designation and 23 years of industry experience. Prior to joining Ameriprise in 2021, Tomas worked at Stifel from 2018 to 2021 and B.C. Ziegler and Company from 2016 to 2018. Outside of advising, Tomas is involved in automotive restoration through bookkeeping and ordering parts for Cuda's Speed Shop. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jacob P

Series 66

Mazomanie, WI

LPL Financial

Jacob Pape is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at The Peoples Community Bank, Northwestern Mutual, and University of Wisconsin Milwaukee. Outside of advisory work, he has experience in the recreational and utility sectors, including a role at Noah's Ark Waterpark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Justin S

Series 66

Spring Green, WI

Edward Jones

Justin Stanek is a financial advisor at Edward Jones with 17 years of industry experience, all spent at the firm since 2009. He holds a Series 66 designation. Outside of his advisory role, Stanek is involved in coaching basketball for the Spring Green School District and manages local farmland through Bluff Country Holdings; he is also a silent investor in a restaurant in Plain, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust, tax-efficient strategies, and securities-based lending.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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