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Dennis U
Series 66
Edwardsville, IL
LPL Financial
Dennis Ulrich is a financial advisor with LPL Financial in Edwardsville, IL, holding a Series 66 designation and offering 24 years of industry experience. He has been with LPL Financial since 2002 and has a long tenure with Scheffel & Company dating back to 1977. Outside of his advisory work, Ulrich is involved in managing family farm operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and investment approaches.
Stanley B
Series 66, Series 63
Edwardsville, IL
LPL Financial
Stanley Beltramea is a financial advisor with LPL Financial in Edwardsville, IL, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Reinsurance Group of America from 2020 to 2026 and held positions at TricorBraun, Mark Andy, and Armstrong Energy. 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 advisory services, including financial planning, model portfolios, and institutional platforms, utilizing both proprietary research and third-party strategies.
Drew A
CFP®, Series 66, Series 63
Edwardsville, IL
LPL Financial
Drew Achter is a CFP® professional affiliated with LPL Financial, bringing 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, Scottrade, and Principal Financial Services. Outside of his advisory work, he is a co-owner of real estate rental ventures. 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 advanced operational tools and oversight of significant discretionary assets.
Chad B
Series 63, Series 66
Edwardsville, IL
LPL Financial
Chad Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2012 and previously spent three years with Edward Jones. Burns also operates Scheffel Financial Services, Inc. in Edwardsville, IL. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
Morgan L
Series 66
Edwardsville, IL
LPL Financial
Morgan Langendorf is a financial advisor with LPL Financial and holds the Series 66 designation. Langendorf has been in the industry since 2026 and has prior experience with Northwestern Mutual and State Farm. Outside of financial services, Langendorf has worked in hospitality and retail, including roles at Apple Creek Golf Club and Walker's Bluff Casino and Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to a range of clients including individuals, retirement plans, banks, and institutions. The firm offers various investment options such as model portfolios, third-party asset management, and customized strategies, supported by operational tools and research.
Mark K
Series 66
Edwardsville, IL
LPL Financial
Mark Korte is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been associated with LPL since 2020. Korte also has a long-standing affiliation with Scheffel Boyle, dating back to 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.
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