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Robert R

CFP®, Series 66

Rochester, MN

LPL Financial

Robert Reynolds is a CFP® with 18 years of industry experience currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Waddell & Reed, Inc. for nine years and has additional experience with various insurance carriers. Outside of his advisory role, he is involved in non-variable insurance activities and maintains outside employment unrelated to investment advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by technology tools to assist advisors in managing client portfolios.

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

CFP®, Series 66, Series 63

Rochester, MN

LPL Financial

Angela Pierce is a financial advisor with LPL Financial based in Rochester, MN. She holds the CFP® designation and has 16 years of industry experience, including prior roles at Punch & Associates Investment Management, Inc. and Merrill. Angela is also a licensed notary in Minnesota and operates a separate advisory-related business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large 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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Randal J

Series 63, Series 65

Rochester, MN

LPL Financial

Randal Johnsrud is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Waddell & Reed and Robert Reynolds. Outside of his advisory role, he is involved in non-variable insurance activities through RoundTable Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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