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Samuel E
Series 66
Brookfield, WI
LPL Financial
Samuel Erickson is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 credential and three years of industry experience. His prior roles include positions at BMO Harris Bank and Eagle Strategies (NY Life). Erickson has also worked in education and community organizations earlier in his career. 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 portfolio management services supported by a large network of advisors and a diverse platform including model portfolios, third-party asset management, and institutional programs.
Anton H
Series 63, Series 65
Brookfield, WI
LPL Financial
Anton Hessner is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked nine years at BMO Harris Financial Advisors, Inc. 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, supported by a large network of investment adviser representatives.
Brian B
CFP®, Series 63, Series 65
Brookfield, WI
LPL Financial
Brian Bonewell is a CFP® with 30 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at BMO Financial Advisors, Ameriprise, and Wells Fargo Investments. He operates a DBA related to his LPL business in Brookfield, WI. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.
John H
Series 63, Series 66
Brookfield, WI
LPL Financial
John Hussar is a financial advisor with LPL Financial based in Brookfield, WI. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining LPL Financial, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2017 to 2025 and operated Hussar Capital Group from 2013 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms, with a focus on a broad range of investment strategies and advisor support tools.
Dann I
Series 66
Brookfield, WI
LPL Financial
Dann Ingebritson is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at BMO Harris since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
Andrew K
Series 66
Brookfield, WI
LPL Financial
Andrew Klinzing is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Harris Financial Advisors and Edward Jones. Klinzing operates in Brookfield, Wisconsin. 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 and access to third-party asset management, supported by a large network of advisors and various institutional platforms.
Jonathan P
Series 66
Brookfield, WI
LPL Financial
Jonathan Pultz is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank and US Bank GFS. Outside of his advisory role, he has part-time employment as a bartender at Malone's on Brady and Harp in Milwaukee. 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 third-party asset management, supported by a large network of investment adviser representatives.
Michael O
Series 66
Brookfield, WI
LPL Financial
Michael Ovsak is a financial advisor with LPL Financial based in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior professional background includes roles at Ameriprise and BMO Bank NA, among others. Outside the financial industry, he has experience working in hospitality and retail sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.
Bernard L
Series 66
Brookfield, WI
LPL Financial
Bernard Lynn is a Series 66 licensed financial advisor at LPL Financial with seven years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris for a combined six years before joining LPL Financial in 2019. 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.
Angelo G
Series 65, Series 63
Brookfield, WI
LPL Financial
Angelo Gonzales is a financial advisor with LPL Financial in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at BMO Harris Bank and Wells Fargo Clearing, as well as Wells Fargo Bank, N.A. He is also a commissioned notary for the State of Nebraska. 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 portfolios, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services platform.
Penny S
Series 63, Series 65
Brookfield, WI
LPL Financial
Penny Seeley Dean is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at BMO Harris Bank, Landmark Credit Union, Wells Fargo Funds Distributor, and Trans International. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory and non-advisory financial activities.
Lukas B
Series 66
Brookfield, WI
LPL Financial
Lukas Bergstrom is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BMO Harris Bank, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he was involved with 4 Star Casting for three years. 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 investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.
Timothy M
Series 66
Brookfield, WI
LPL Financial
Timothy Magner is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Harris Bank, UW Credit Union, MassMutual, Bank of America, and Merrill. Outside of his advisory role, he is also a commissioned notary. 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 portfolios, third-party asset management, and institutional platforms.
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