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Dennis W

Series 66

New Orleans, LA

LPL Financial

Dennis Watzke is a financial advisor with LPL Financial who holds a Series 66 designation and has 17 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he operates a DBA business called Watzke Financial in New Orleans. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

CFP®, Series 63, Series 65

New Orleans, LA

LPL Financial

Harry Stumpf Jr. is a CFP® professional with 31 years of industry experience, currently serving as an advisor at LPL Financial since 2009. Based in New Orleans, LA, he holds Series 63 and Series 65 licenses. He also operates a DBA called Clancy Stumpf & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party asset management, and various institutional platforms, supporting a wide range of investment strategies.

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