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Luke H

Series 66

Manitowoc, WI

LPL Financial

Luke Heinen is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at BMO Bank NA and Packerland Brokerage Services. He serves as president of the deacons at First Christian Reformed Church of Oostburg, where his responsibilities include visiting congregants and overseeing the budget. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party providers.

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

Series 63

Manitowoc, WI

LPL Financial

Brian Koch is a financial advisor with LPL Financial in Manitowoc, WI, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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