Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Patrick M

Series 63, Series 66

Appleton, WI

LPL Financial

Patrick Minskey is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for eight years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Christopher M

Series 63, Series 66

Appleton, WI

LPL Financial

Christopher Marshall is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 66 designations and 20 years of industry experience. He previously worked at Dividend Capital Securities for eight years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Brian W

Series 63, Series 65

Appleton, WI

LPL Financial

Brian Wloszczynski is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Wells Fargo Clearing Services, BMO Harris Financial Advisors, and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

William W

Series 63

Appleton, WI

LPL Financial

William Weiner is a financial advisor with LPL Financial in Appleton, Wisconsin, holding a Series 63 designation and 35 years of industry experience. He previously worked at SII Investments, Inc. for 16 years before joining LPL Financial in 2018. Outside of his advisory role, he consults for Wisconsin Blizzard Basketball, Inc., assisting with team organization, scheduling, coaching selections, and try-outs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive operational tools and a broad suite of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

April K

Series 63, Series 65

Appleton, WI

LPL Financial

April Keil is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has worked with LPL Financial since 2013 and is also affiliated with BMO Harris Bank since 2022. Outside of her advisory role, she acts in a fiduciary capacity as power of attorney for her parents. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jennifer G

ChFC®, Series 63, Series 65

Appleton, WI

LPL Financial

Jennifer Glovacki is a financial advisor with LPL Financial in Appleton, WI, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including nearly two decades at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of her advisory work, she owns a farm and a property in Peronville, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party managers, and customized strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Nicholas H

Series 63, Series 66

Appleton, WI

LPL Financial

Nicholas Huss is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Investment Centers Advisors Group, Huss Financial, LLC, and Premier Community Bank. Outside of his advisory work, he is involved in a landscaping contracting business in Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through an extensive network of advisors using both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")