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2 advisors near 54520
Out of 400,000+ nationwide
William B
Series 63, Series 65
Crandon, WI
LPL Financial
William Bargholtz is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CUNA Mutual Group, OneAmerica Securities, and Thrivent Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.
Daniel J
Series 63, Series 65, Series 66
Crandon, WI
LPL Financial
Daniel Jackson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2022, he worked with Cuna Mutual Group and Cuna Brokerage Services since 1998. Outside of his advisory work, he owns Jackson's Prairie River Tree Farm, a business he has operated since 1969. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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Finding advisors...
2 advisors near 54520
Out of 400,000+ nationwide