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David E

Series 63, Series 65

Sussex, WI

LPL Enterprise

David Etheridge is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Prudential Insurance Company of America since 2011 and joined LPL Enterprise in 2024. Additionally, Etheridge is involved in insurance sales and has a business interest as a lessor and owner of an office building. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, with notable offerings in non-securities products and affiliated insurance services.

Tax-loss harvesting
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Edwin W

Series 65, Series 63

Sussex, WI

LPL Enterprise

Edwin Wincek is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Wincek is involved in non-variable insurance activities related to fixed life insurance through Prudential Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Joshua K

CFP®, Series 63, Series 65

Sussex, WI

LPL Enterprise

Joshua Konkel is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is active as a non-variable insurance agent for Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutional entities. The firm employs a model-driven investment approach, emphasizes access to third-party asset managers, and provides non-securities services such as affiliated trust and insurance offerings.

Tax-loss harvesting
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Adam K

Series 63, Series 65

Sussex, WI

LPL Enterprise

Adam Klimas is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and PRUCO Securities, LLC. Klimas serves as president of the Paradise Hills Home Owners Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation through third-party portfolio strategists and offers financial planning, asset manager access, and insurance product sales.

Tax-loss harvesting
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Bradley S

Series 66

Sussex, WI

LPL Enterprise

Bradley Sanborn is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved in restaurant operations and worked in financial planning under a DBA affiliated with LPL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Joseph S

Series 63, Series 65

Sussex, WI

LPL Enterprise

Joseph Stanislawski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. Outside of advisory work, he is an agent for non-variable insurance through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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