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Brennan A

Series 66

Menomonie, WI

LPL Financial

Brennan Anderson is a financial advisor with LPL Financial in Menomonie, WI. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he worked at Edward Jones and has experience in education and healthcare sectors. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.

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

ChFC®, Series 66

Menomonie, WI

LPL Financial

John Heike is a financial advisor at LPL Financial with 17 years of industry experience. He holds a ChFC® designation and Series 66 license. His prior roles include positions at Northwestern Mutual Investment Management, Woodbury Financial Services, and OSAIC. In addition to his advisory work, Heike owns Impact Advertising, a business unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary investment strategies supported by technology and research tools.

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

Series 66

Menomonie, WI

LPL Financial

Jonathan Storing is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Woodbury Financial Services and OSAIC, and spent six years at Catalytic Combustion Corporation. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 63, Series 65

Menomonie, WI

LPL Financial

Bradley Waznik is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial and RBC Capital Markets. In addition to his advisory role, he is involved in tax preparation and accounting services through QTA Quality Tax and Accounting and TruNorth Tax and Accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 63, Series 65

Menomonie, WI

LPL Financial

Coltin Brehm is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual and Osaic Wealth, and he currently coaches wrestling for the Menomonie School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, and institutions through a broad 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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Kyle T

Series 63, Series 65

Menomonie, WI

LPL Financial

Kyle Thorpe is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including OSAIC, Woodbury Financial Services, and Northwestern Mutual. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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

Series 66

Menomonie, WI

LPL Financial

Amanda Giesen is a financial advisor with LPL Financial located in Menomonie, WI. She holds a Series 66 designation and has recently transitioned into the industry, having joined LPL Financial in 2025. Prior to this, she spent several years in education, including positions at the University of Wisconsin - Stout and New Prague High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a diverse client base, including individuals, retirement plan participants, and institutions. The firm offers a range of investment solutions, including model portfolios and access to third-party asset managers, supported by technology tools for operational and research functions.

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