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John M
Series 65, Series 63
Cedar Rapids, IA
LPL Financial
John Morgan is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Valic Financial Advisors, Lawing Financial Inc, and Mutual Of Omaha Investor Services. Outside of his advisory role, he is employed as a high school track coach for Cedar Rapids Community Schools. 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 and advanced operational tools.
Louise H
Series 63, Series 65, Series 66
Cedar Rapids, IA
LPL Financial
Louise Holtz is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63, 65, and 66 licenses. She has 35 years of industry experience with prior roles at firms including Advantage Investment Management LLC and National Planning Corporation. Outside of her advisory work, she is involved in beekeeping and sells honey through Rocky's Backyard Honey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational tools and partnerships.
Robert R
Series 66
Cedar Rapids, IA
LPL Financial
Robert Rittenhouse is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2017 and also teaches at Mount Mercy University, where he has served as faculty since 1985 and is a faculty advisor to the Student Investment Club. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.
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