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Wendy O

Series 63, Series 65

Brainerd, MN

LPL Financial

Wendy Oksness is a financial advisor with LPL Financial in Brainerd, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Mid-Minnesota Federal Credit Union and LPL Financial since 2016, as well as Wells Fargo Clearing in 2016. Outside of her advisory role, she is involved with Wholesome Pastures LLC, a home-based business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by research, third-party managers, and various technology tools, overseeing significant discretionary assets through a large network of advisors.

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

Series 63, Series 65

Brainerd, MN

LPL Financial

Mark Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at Cambridge Investment Research, Cyber Insurance Company of America, and Wells Fargo Clearing. He also has a long-standing involvement with Tenx Capital, LLC. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by both proprietary and third-party investment strategies.

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

Series 66

Brainerd, MN

LPL Financial

Mark Hoge is a financial advisor with LPL Financial based in Brainerd, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera and Ascensus. Outside of his advisory work, he is involved in basketball training and coaching through personal and team activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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