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Michael H
Series 63, Series 65
Downers Grove, IL
LPL Financial
Michael Hankes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2006. Hankes is a 20% partner in an LLC involved in investment-related activities outside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.
Julie H
Series 66
Downers Grove, IL
LPL Financial
Julie Hankes is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 designation and nine years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology solutions to support diversified and alternative investment strategies.
Robert M
CFP®, Series 63, Series 65
Downers Grove, IL
LPL Financial
Robert Metz is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Woodbury Financial Services and OSAIC. Metz is based in Downers Grove, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.
Bill H
Series 63, Series 65
Downers Grove, IL
LPL Financial
Bill Heart is a financial advisor with LPL Financial in Downers Grove, Illinois, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Woodbury Financial Services for 17 years and OSAIC for one year before joining LPL Financial. Outside of his advisory work, he also engages in internet sales through an Ebay business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.
Justin R
Series 66
Downers Grove, IL
LPL Financial
Justin Rosenblume is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His background includes roles at the Federal University of Parana and The University of Iowa. He is also involved with Sound Investment Group, LLC in an investor relations capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.
Jeffrey G
Series 66
Downers Grove, IL
LPL Financial
Jeffrey Grigg is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with LPL Financial and previously worked at OSAIC and Woodbury Financial Services. He also operates Grigg Financial Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and brokerage services supported by research and model portfolios.
Harold R
Series 63, Series 65
Downers Grove, IL
LPL Financial
Harold Rosenblume is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2006. Rosenblume is also involved in private wealth management through a DBA affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.
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