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Travis N

Series 63, Series 65

Manitowoc, WI

LPL Financial

Travis Neiswender is a financial advisor with LPL Financial based in Manitowoc, WI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes roles at UnitedOne Credit Union, Wells Fargo Bank, and Transamerica Financial Advisors, Inc. Outside of finance, he has experience in retail and advertising sectors, including positions at Jared Galleria of Jewelry and Reagan Outdoor Advertising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research 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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Robert R

Series 66

Manitowoc, WI

LPL Financial

Robert Reindl is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience, previously working at CUNA Brokerage Services, Inc. and UnitedOne Credit Union. In addition to his advisory role, he is a commissioned notary public. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 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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Jason M

CFP®, Series 63, Series 66

Manitowoc, WI

LPL Financial

Jason Muench is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. He has held roles at UnitedOne Credit Union since 2005 and at Cuna Brokerage Services, Inc. from 2005 to 2022. Outside of his advisory work, he serves as a part-time church organist for Immanuel Lutheran Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various technology tools.

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