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Matthew V

Series 66

Kimberly, WI

LPL Financial

Matthew Verstegen is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at Artisan Partners and EY. Matthew is associated with VandenBoom Verstegen Wealth Management as an investment representative. 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 financial planning and investment services through a large network of advisors, combining advisory platforms with non-advisory financial activities.

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

Series 66

Kimberly, WI

LPL Financial

Tyler Verstegen is a financial advisor with LPL Financial based in Kimberly, Wisconsin. He holds the Series 66 designation and has one year of experience with LPL Financial, along with prior roles at Verstegen Wealth Management LLC and Avaii Wealth Management LLC. He also operates Verstegen Tax LLC, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment 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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Bret V

CFP®, Series 63

Kimberly, WI

LPL Financial

Bret Verstegen is a CFP® certificant associated with LPL Financial, with three years of industry experience. He has held roles at LPL Financial, Isthmus Partners, LLC, and RBC Wealth Management. Verstegen has also worked in non-financial roles including at Champs Sports and Omni Glass & Paint. 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 and model portfolio programs, supported by extensive operational and research tools.

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

Series 66

Kimberly, WI

LPL Financial

Timothy Vandenboom is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years with the US Department of Labor’s Wage and Hour Division. Outside of his advisory role, he is involved in a real estate rental business in Madison, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered primarily through its 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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Daniel V

Series 66

Kimberly, WI

LPL Financial

Daniel Vanden Boom is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to his advisory role, he spent time at UW Madison and Kimberly High School. He is also a commissioned notary public in the state of Wisconsin. 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 financial planning and portfolio management services through 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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Michael V

CFP®, Series 66

Kimberly, WI

LPL Financial

Michael Verstegen is a CFP®-certified financial advisor with LPL Financial, based in Kimberly, Wisconsin. He has 26 years of industry experience and has been with LPL Financial and its predecessor firm since 2004. In addition to advisory services, he serves as a notary public to clients without charging a fee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a large network of advisors with diverse investment approaches and integrates machine-learning tools for operational and research purposes.

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

Series 63, Series 65

Kimberly, WI

LPL Financial

Patrick Raasch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he works as an Uber driver and serves as a notary public for clients as needed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through 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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