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James K

Series 63, Series 65

Oshkosh, WI

LPL Financial

James Kimball is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2007. Kimball has also operated a S-corporation, Kimball Asset Management, Inc., which was established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, supported by extensive advisor tools and a broad 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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Stephen Z

Series 63, Series 65

Oshkosh, WI

LPL Financial

Stephen Ziblut is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Woodbury Financial Services and has operated Ziblut Insurance, an insurance agency, since 2012. 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 and brokerage services, including financial planning and access to 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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