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Brandon W

Series 66

Grand Forks, ND

LPL Financial

Brandon Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2017 and previously was with Investment Centers of America from 2015 to 2017. Wong is also associated with Frandsen Bank & Trust, where he has been since 2013. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advanced 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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Anthony S

Series 66

Grand Forks, ND

LPL Financial

Anthony Siewert is a financial advisor with LPL Financial in Grand Forks, ND, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Frandsen Bank and Trust and the University of North Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering financial planning and investment management through a broad advisor network.

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

Series 63, Series 65

Grand Forks, ND

LPL Financial

Lon Gulberg is a financial advisor with LPL Financial in Grand Forks, ND, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at Investment Centers of America, Invest Financial Corporation, and UBS Financial Services. Outside of his advisory role, he is also licensed as a non-variable insurance agent selling life, health, and VA insurance. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

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