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Sean F

Series 63, Series 65, Series 66

Grafton, WI

LPL Financial

Sean Fahey is a financial advisor with LPL Financial, holding the Series 63, 65, and 66 designations and over 34 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Investment Centers of America. Fahey also works as an independent insurance agent for multiple insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisers, offering a range of advisory programs, financial planning, and brokerage services.

College savings (529s, UTMA, etc.)
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David M

Series 63, Series 65

Grafton, WI

LPL Financial

David Mills is a financial advisor with LPL Financial in Grafton, WI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes nine years at Cambridge Investment Research Advisors and a year at Investment Centers of America. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Daniel M

Series 63, Series 65, Series 66

Grafton, WI

LPL Financial

Daniel Mckelvey is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Cambridge Investment Research Advisors and Investment Centers of America. Outside of his advisory role, he serves as a board member of the Grafton Lions Club and the Grafton Chamber of Commerce. 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 offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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