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Joanne M

Series 65, Series 63

Las Vegs, NV

LPL Financial

Joanne Mantel is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including UBS Financial Services, National Planning Corporation, and Alpha Omega Wealth. Based in Las Vegas, NV, Mantel has held roles at LPL Financial during multiple periods since 2017. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and 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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Ronald M

Series 66

Las Vegas, NV

LPL Financial

Ronald Manning is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at CUSO Financial Services, LP, Wells Fargo, and service in the US Army Reserves. 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 and model portfolio programs, supported by 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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Scott K

Series 63, Series 66

Las Vegs, NV

LPL Financial

Scott Knudsen is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Merrill (2004–2014) and TIAA (2014–2022). 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 both proprietary research models and third-party subadvisors across discretionary and non-discretionary strategies.

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