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Cheyanne S

Series 66

Dubuque, IA

LPL Financial

Cheyanne Schmitt is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Her prior work includes roles at Duluth Trading Company and Dupaco Community Credit Union, where she currently maintains an affiliation. 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 model portfolio programs, with a platform supporting both discretionary and non-discretionary 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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Michael P

Series 63, Series 65

Dubuque, IA

LPL Financial

Michael Poppen is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at LPL Financial and Dupaco Financial Services since 2007 and was previously with Waddell & Reed from 2005 to 2007. Outside of advisory work, he is involved in fixed annuities and term life insurance through Dupaco Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors, supported by advanced analytical tools and a broad suite of non-advisory financial products.

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

Series 63, Series 65

Dubuque, IA

LPL Financial

Chad Hruska is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at VOYA Financial Advisors, AssuredPartners Great Plains, and CETERA Advisor Networks. He also works with Dupaco Financial Services and is an agent selling fixed annuities, life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary 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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Suzan M

CFP®, Series 63

Dubuque, IA

LPL Financial

Suzan Martin Hallahan is a CFP® with 28 years of industry experience and has been with LPL Financial since 2007. She is based in Dubuque, IA, and serves on the booster board of the COLTS Youth Organization, a nonprofit youth activity group. 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, model portfolio programs, and institutional platforms, supported by extensive technology and 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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Terry B

CFP®, Series 66

Dubuque, IA

LPL Financial

Terry Belken is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently affiliated with LPL Financial and Dupaco Financial Services, having previously worked at Ameriprise Financial Services and Prudential Retirement Brokerage Services. He is also a notary in Dubuque, Iowa. 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.

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

Series 66

Dubuque, IA

LPL Financial

Lynn Schmitt is a financial advisor with LPL Financial in Dubuque, Iowa, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Dupaco Community Credit Union for sixteen years. She also serves as a producer for The Achievement Group (TAG) and Back Nine, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary 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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