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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 licenses and bringing 15 years of industry experience. He has been affiliated with Prudential Insurance Company of America since 2011 and worked at Pruco Securities, LLC prior to joining LPL Enterprise in 2024. Outside of his advisory role, he is involved in non-variable insurance sales through a proprietary business. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering advisory and brokerage services supported by model portfolios, third-party management, and an integrated insurance platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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 63 and Series 65 licenses and possessing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in non-variable insurance agent activities related to fixed life insurance through Prudential Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Joshua K

CFP®, Series 63, Series 65

Sussex, WI

LPL Enterprise

Joshua Konkel is a financial advisor with LPL Enterprise, holding the CFP® designation and securities licenses Series 63 and Series 65, with 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2010 and was affiliated with Pruco Securities, LLC. prior to joining LPL Enterprise. Outside of his advisory role, he is also licensed as a non-variable insurance agent with Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with active financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Adam K

Series 63, Series 65

Sussex, WI

LPL Enterprise

Adam Klimas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Klimas serves as President and Board Member of the Paradise Hills Home Owners Association, a nonprofit organization. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Bradley S

Series 66

Sussex, WI

LPL Enterprise

Bradley Sanborn is a Series 66-licensed financial advisor with six years of industry experience. He currently works with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he has held roles in restaurant operations and worked at the University of Wisconsin-Milwaukee. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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 previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also active as a non-variable insurance agent in Sussex, WI. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model wealth portfolios, third-party asset management, and a range of financial products, including insurance through an affiliated agency, using an integrated platform for investment advice and client support.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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