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Nicholas A

CFP®, Series 63, Series 65

Eagan, MN

LPL Financial

Nicholas Andresen is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at 360 Financial, CliftonLarsonAllen Wealth Advisors, and RBC Capital Markets. He is also involved with Oak Leaf Financial Group, which operates as a business entity for his LPL practice. 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, utilizing both proprietary and third-party investment strategies across diverse asset classes.

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

Series 66

Eagan, MN

LPL Financial

Philip Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Thrivent Financial, and Northwestern Mutual, as well as a year at HighRoad Logistics outside the financial sector. 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.

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

Series 66

Eagan, MN

LPL Financial

Kevin Engebretson is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, AXA Advisors, LLC, and Waddell and Reed, Inc. Outside of his advisory work, he coaches at the Rockford/Greenfield Athletic Club. 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, utilizing various portfolio management strategies and technology tools, and supports a network of more than 22,800 advisors.

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

CFP®, ChFC®, Series 66

Eagan, MN

LPL Financial

Matthew Kerber is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 16 years of industry experience. Before joining LPL Financial in 2021, he worked at Waddell and Reed, Inc. for 12 years and has been involved in business ventures related to child care centers. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolio programs, 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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Leif H

Series 63, Series 66

Eagan, MN

LPL Financial

Leif Hagen is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of his advisory role, he is involved in managing an art gallery. 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, model portfolios, third-party asset management, and institutional platforms, supporting a broad spectrum of 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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Thomas B

Series 66

Eagan, MN

LPL Financial

Thomas Brand is a financial advisor with LPL Financial and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Wells Fargo Advisors and Waddell & Reed. In addition to his advisory work, he owns Specialty Brand Products, LLC, a company that sells a plastic protective cage for light bulbs. 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 through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

CFP®, Series 66

Eagan, MN

LPL Financial

Brian Schaap is a CFP® with 15 years of experience in financial services. He is currently with LPL Financial and has prior experience at Waddell & Reed Inc, Mercy Vineyard Church, and running his own business, Brian Schaap LLC. 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 portfolios, third-party asset management, and institutional platforms, utilizing a broad range of advisory strategies and operational tools.

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