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Marc K
Series 65, Series 63
Apple Valley, MN
LPL Financial
Marc Kenville is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves at Cuna Brokerage Services, Inc. and Wings Financial Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party subadvisors, and advanced research.
Ryan L
Series 66
Apple Valley, MN
LPL Financial
Ryan Leum is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Wings Financial Credit Union and has experience with the Minnesota Vikings, DoorDash, and the University of St. Thomas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Brady M
Series 66
Apple Valley, MN
LPL Financial
Brady Mundahl is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. Prior to his current role, he worked at Wings Financial Credit Union and State Farm Bob Lawrence. Outside of finance, he works as a bartender at O'Malley's Pub in Woodbury, MN. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and other entities through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.
Jordan S
Series 66
Apple Valley, MN
LPL Financial
Jordan Swanson is a Series 66-registered financial advisor at LPL Financial with one year of industry experience. He has worked at Wings Financial Credit Union since 2022 and holds a notary commission in the state of Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services supported by proprietary and third-party research.
Chad K
Series 63, Series 65
Apple Valley, MN
LPL Financial
Chad Kappler is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at LPL Financial since 2022 and has concurrent experience with CUNA Brokerage Services and Wings Financial Credit Union, where he serves as a financial advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management, model portfolios, and research supported by various subadvisors and LPL Research.
Craig W
Series 66
Apple Valley, MN
LPL Financial
Craig Wait is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in hospitality and entertainment sectors, including 15 years at Cara Irish Pubs. Craig is associated with Wings Financial Credit Union in addition to his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and various management strategies supported by in-house and third-party research.
John D
Series 63, Series 65
Apple Valley, MN
LPL Financial
John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union and CUNA Brokerage Services, with additional experience at Edward Jones. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.
Jeffrey P
CFP®, Series 63, Series 66, Series 65
Apple Valley, MN
LPL Financial
Jeffrey Petronack is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial and has worked at CUNA Brokerage Services and Wings Financial Credit Union since 2015. He operates in Apple Valley, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.
Carissa P
Series 66
Apple Valley, MN
LPL Financial
Carissa Palm is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She has worked at several firms including Allianz Life Financial Services and Wings Financial Credit Union. Outside of her advisory role, she is involved with Prepare + Prosper, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.
Shane I
Series 63, Series 65, Series 66
Apple Valley, MN
LPL Financial
Shane Irons is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He has worked at several firms, including TD Ameritrade and Cetera, and currently has roles with Wings Financial Credit Union and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies across its discretionary and non-discretionary management strategies.
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