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Douglas R

CFP®, PFS™, Series 63, Series 65

Red Wing, MN

LPL Financial

Douglas Ritter is a CFP® and PFS™ credentialed financial advisor with 35 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at National Planning Corporation and Dakota Street Investment Co LLC. Ritter is also president and CEO of Discovery Financial Centers Inc, a business he has led since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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David R

Series 66

Red Wing, MN

LPL Financial

David Ritter is a financial advisor with LPL Financial in Red Wing, MN, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2014 to 2017. Outside of his advisory role, he is involved in teaching at Hudson High School. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and various strategies.

College savings (529s, UTMA, etc.)
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Matthew H

Series 63, Series 65, Series 66

Red Wing, MN

LPL Financial

Matthew Hardyman is a financial advisor with LPL Financial in Red Wing, MN, holding Series 63, 65, and 66 credentials and over 34 years of industry experience. He has worked with LPL Financial since 2017 and previously with National Planning Corporation. Outside of his advisory work, he operates a hobby farm and manages related land rental activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various portfolio management options.

College savings (529s, UTMA, etc.)
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Cody B

Series 66

Red Wing, MN

LPL Financial

Cody Buck is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience, including prior work at National Planning Corporation. In addition to his advisory role, he serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and research-supported portfolio management services.

College savings (529s, UTMA, etc.)
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Samuel C

Series 66

Red Wing, MN

LPL Financial

Samuel Caswell is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at First Farmers & Merchants Bank, Charter Bank, Commerce Bank, and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and brokerage services supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Daniel G

Series 65, Series 63

Red Wing, MN

LPL Financial

Daniel Greenheck is a financial advisor at LPL Financial with four years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Investment Advisors, LLC and Securities America, Inc. In addition to his advisory role, he is involved in tax preparation and accounting through Sampair Accurant and operates Greenheck Tax & Retirement Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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