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Michael W

CFP®, Series 63, Series 65

Scottsdale, AZ

LPL Financial

Michael Walker is a financial advisor at LPL Financial with 42 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Advisors Financial Network LLC for 11 years. 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 advisory and brokerage services, including financial planning, model portfolios, 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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Allen L

Series 63, Series 65

Scottsdale, AZ

LPL Financial

Allen Lorenzi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network and Citigroup Global Markets. Lorenzi is based in Scottsdale, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools, managing over $819 billion in discretionary assets through 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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Leonor M

Series 63, Series 65

Scottsdale, AZ

LPL Financial

Leonor Mladenik is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of her advisory work, she is involved with KLMM Enterprise LLC, a business entity for tax and investment purposes. 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, model portfolio programs, and institutional platforms, supported by a 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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Roger A

Series 63, Series 65

Scottsdale, AZ

LPL Financial

Roger Adler is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill for nine years. 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 various strategies and technology tools, and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

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