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Heather H

Series 63, Series 65

Bloomington, MN

LPL Financial

Heather Harden is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with LPL Financial since 2005. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research technology.

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

Series 66

Bloomington, MN

LPL Financial

Karen Wobken is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. She has worked at Wayne Hummer/Focused Investments since 2005 and joined LPL Financial in 2025. 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 portfolios, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by proprietary research and technology tools.

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

Series 63, Series 65

Bloomington, MN

LPL Financial

Richard Vandyke is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in developing insurance solutions through River Valley Wealth Management, where he also acts as a broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

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

Series 63

Bloomington, MN

LPL Financial

William Lagoo is a financial advisor with LPL Financial, holding a Series 63 credential and 42 years of industry experience. He has been with LPL Financial since 2009. Outside his advisory role, he is involved with Investors Financial Group Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm provides various financial planning and investment management programs using both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

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