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Thomas S
Series 63, Series 66
Lacrosse, WI
LPL Financial
Thomas Snyder is a financial advisor with LPL Financial in Lacrosse, WI, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He previously worked at Edward Jones, Cetera Investment Services LLC, and HomeStreet Bank. Outside of his advisory role, he serves as head coach of the Prairie du Chien School District men's soccer team. 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, with advice given through a network of investment adviser representatives.
Derek H
Series 66
Lacrosse, WI
LPL Financial
Derek Hartleip is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. His prior work includes roles at Altra FCU, Aflac, and UW-La Crosse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a mix of proprietary research and third-party strategies.
Susan B
Series 66
Lacrosse, WI
LPL Financial
Susan Breyer is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. Prior to joining LPL Financial in 2022, she worked at CUNA Brokerage Services and Cuna Mutual Group since 2013, and Wells Fargo Clearing from 2011 to 2013. She is also a notary public and co-owner of a family business, Breyer's Sales and Service. 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 institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including proprietary and third-party model portfolios, with a notable scale of assets and broad financial services alongside its advisory platform.
Brent W
Series 63, Series 65
Lacrosse, WI
LPL Financial
Brent Wohlers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Thrivent Financial. 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 management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.
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