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Thomas B
Series 63, Series 65
Roseville, MN
LPL Financial
Thomas Breen is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Affinity Plus Federal Credit Union, CUNA Brokerage Services, Inc., IFS Financial Services, and Voya. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.
Todd U
CFP®, CFA®, Series 63, Series 66
Roseville, MN
LPL Financial
Todd Utecht is a financial advisor with LPL Financial in Roseville, MN, holding CFP® and CFA® designations and possessing 24 years of industry experience. He has worked at LPL Financial since 2022 and has longstanding roles with Cuna Brokerage Services, Inc. and Affinity Plus Federal Credit Union, where he serves as an advisor. Outside of his advisory work, he is also a business owner of a home-based company called Peiper Properties, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by extensive research and various investment management approaches.
Kotchi P
Series 66
Roseville, MN
LPL Financial
Kotchi Prosper is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2022 and also maintains a long-term affiliation with Cuna Brokerage Services, Inc. since 2008. Prosper serves as a director at Affinity Plus Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.
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