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Robert B

Series 63, Series 66

Lisle, IL

LPL Financial

Robert Bauer is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at EMRJ, LLC, Regal Holdings, and Waddell & Reed, Inc. Bauer has also been involved with the Palatine Chamber of Commerce and various insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Mark A

Series 63, Series 65

Lisle, IL

LPL Financial

Mark Albian is a financial advisor with LPL Financial based in Lisle, Illinois, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His career includes long tenures at Waddell & Reed and various insurance carriers, as well as roles at Prism Mortgage and EMRJ, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Amber K

Series 66

Lisle, IL

LPL Financial

Amber Knopf is a financial advisor with LPL Financial in Lisle, Illinois, holding a Series 66 designation and four years of industry experience. She has held roles at Waddell & Reed, Inc. and various insurance carriers, including work in insurance sales alongside her advisory duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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James F

Series 63, Series 65

Lisle, IL

LPL Financial

James Filson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 41 years of industry experience. His career includes long tenures at Waddell & Reed and various insurance carriers, followed by a brief period at EMRJ, LLC before joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Eric V

Series 63, Series 65

Lisle, IL

LPL Financial

Eric Vanness is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior experience includes nearly two decades with Waddell & Reed, Inc. and involvement in several community and nonprofit organizations such as the American Legion Post 414 and the Association of Financial Educators. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by extensive research and technological tools.

College savings (529s, UTMA, etc.)
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