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Stephanie M

Series 66

Melrose, MN

LPL Financial

Stephanie Mayers is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes a decade at Cuna Brokerage Services, Inc., and over 20 years with Central Minnesota Credit Union. Outside of her advisory work, she is a co-owner of a farm business, Cedarwood Ridge LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with model portfolios and research support.

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

Series 66

Melrose, MN

LPL Financial

Rachel Kulzer is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 credential and seven years of industry experience. She previously worked at CUNA Brokerage Services, Inc. and Central Minnesota Credit Union. Outside of her advisory role, she owns a home-based business called Flint, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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