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Joshua P

Series 66

Wauwatosa, WI

LPL Enterprise

Joshua Pullmann is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked at LPL Enterprise since 2024 and previously at The Prudential Insurance Company of America. Outside of his advisory role, he is involved in the sale of fixed life insurance products through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutions, providing financial planning, advisory, and brokerage services. The firm uses an integrated platform that combines investment adviser programs with sales of financial products including insurance, and offers access to model portfolios and third-party asset managers.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Sandra Kalve is a financial advisor with LPL Enterprise located in Wauwatosa, WI. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

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

Series 66

Wauwatosa, WI

LPL Enterprise

Tristan Panke is a financial advisor with LPL Enterprise in Wauwatosa, WI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he was associated with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Vijay Raj is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 34 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. There are no reported outside business activities involving Vijay Raj beyond his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines advisory programs with insurance and lending solutions.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Brandon Helleson is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 16 years of industry experience, including prior roles at Pruco Securities, LLC and Stratifi Strategic Financial Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with brokerage and insurance product sales.

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

Series 66

Wauwatosa, WI

LPL Enterprise

John Mc Innes Jr. is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Packerland Brokerage Services. Mc Innes is also involved in the sale of proprietary and non-proprietary fixed insurance products. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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

Series 66, Series 65, Series 63

Wauwatosa, WI

LPL Enterprise

Bradley Tipple is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes a 16-year tenure at Robert W Baird & Co and roles at API Financial Advisors, LLC and Lake Street Financial, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios, and third-party asset management through an integrated platform that combines adviser programs with various financial products.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Benjamin Koehler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2012. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Andrei Junge is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and BMO Harris Financial 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 managed portfolios, third-party asset management, and a range of financial products, utilizing an integrated platform that combines advisor programs with active sales of insurance and other products.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

John Marlis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. He is also involved with Pinnacle Legacy Partners, a business related to his work at LPL. 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, supported by an integrated platform that combines adviser programs with active product sales.

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

Series 65, Series 63

Wauwatosa, WI

LPL Enterprise

Kevin Sharping is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has been with LPL Enterprise since 2024 and has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

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

Series 66

Wauwatosa, WI

LPL Enterprise

Joseph Vavruska is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved with non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Michael Jansen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory work, he is involved in the sale of disability insurance for independent real estate agents and works as a makeup artist for Seint. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

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

Series 66

Wauwatosa, WI

LPL Enterprise

Andreas Mears is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Wauwatosa, WI. His professional background includes roles at Kurz Industrial Solutions, Zenture Solution, and Wisconsin Lutheran College, among others. He has been with LPL Enterprise LLC since 2016. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by research, model portfolios, and third-party strategists.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Grant Uitti is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

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

Series 66

Wauwatosa, WI

LPL Enterprise

Thomas Weber is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Edward Jones, and West Corporation. Outside of his advisory work, he serves as a limited partner consulting with the general partner of a commercial property leasing business. LPL Enterprise serves a diverse clientele including individuals, retirement plans, and institutional clients, offering a wide range of financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios, third-party asset management, and affiliated insurance products.

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

Series 66

Wauwatosa, WI

LPL Enterprise

Paul Miller is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he receives rental income as a passive partner in a family farm partnership. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a range of financial products supported by LPL’s integrated platform.

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

Series 66

Wauwatosa, WI

LPL Enterprise

Evan Sinda is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Sinda is also involved in a Prudential-sponsored non-variable insurance business. 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 via its integrated platform.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Brian Sandblom is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 credentials and worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management arrangements, and a broad range of brokerage and insurance products through an integrated platform.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Joshua Satzer is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his advisory work, he serves as a public address announcer for Sun Prairie sports teams. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with the sale of other financial products.

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

Series 66

Wauwatosa, WI

LPL Enterprise

Matthew Becker is a financial advisor at LPL Enterprise with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Prudential Insurance Company of America, OneAmerica Securities, and Thrivent Financial for Lutherans. He also serves as a board member for Pink Heals Sheboygan County, a nonprofit organization. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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

Series 65, Series 63

Wauwatosa, WI

LPL Enterprise

Roy Carrera is a financial advisor with LPL Enterprise holding Series 65 and Series 63 designations and 19 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Axa Advisors, LLC. He is also a member of the board of directors for the Sports Car Club of America, Milwaukee Region. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolios, and access to third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Nicholas Langer is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years before joining LPL Enterprise in 2025. In addition to his advisory role, he is involved in a non-variable insurance agency based in Windsor, WI. 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, consulting, access to model portfolios, third-party asset management, and a 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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Dylan K

Series 66

Wauwatosa, WI

LPL Enterprise

Dylan Krause is a financial advisor at LPL Enterprise with a Series 66 designation and approximately one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual and was involved with Two Dog Enterprise. Dylan's background also includes several years in education at various schools in Wisconsin. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory services with brokerage and insurance products through its affiliated entities.

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

Series 66

Wauwatosa, WI

LPL Enterprise

John O'Neil is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

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