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Richard O
Series 63, Series 66
Grand Rapids, MI
LPL Financial
Richard Olsen II is a financial advisor with LPL Financial in Grand Rapids, MI. He holds the Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at Morgan Stanley Private Bank and NYLIFE Securities. He is also involved with Gold Sun Wealth Management, a related non-variable insurance and advisory business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms.
Craig C
Series 63, Series 65
Grand Rapids, MI
LPL Financial
Craig Coughlin is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior experience includes roles at Brokers International Financial Services, Corecap Investments, Regulus Advisors, and Regal Financial Group. He serves on the board of Safari Land Company, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment strategies, research tools, and multiple financial products.
Shaun M
Series 66
Grand Rapids, MI
LPL Financial
Shaun Mcdougall is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Bank, HSBC Securities, and Citizens Bank. Outside of his advisory work, he is a co-owner of S and R Shadetree LLC, a real estate investment business. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of investment strategies and operational tools.
Joanne S
CFP®, Series 63
Grand Rapids, MI
LPL Financial
Joanne Sweetman is a financial advisor at LPL Financial with one year of industry experience. She holds the CFP® and Series 63 designations. Joanne has operated Sweetman Advisory Services LLC since 2013, where she serves as President and focuses on tax, accounting, and international tax advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, 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 participant-level retirement advice.
Craig J
Series 63, Series 65
Grand Rapids, MI
LPL Financial
Craig Johnson is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His work history includes roles at Sigma Financial Corporation, SPC, Royal Alliance Associates, INC., and Sii. Outside of his advisory work, he volunteers as a teacher with Perspectives on the World Christian Movement. 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 asset management services delivered through a large network of investment adviser representatives using various portfolio strategies and technology tools.
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