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Wendy K

Series 63

Waconia, MN

LPL Financial

Wendy Kuntz is a financial advisor with LPL Financial based in Waconia, MN, holding a Series 63 designation and over 33 years of industry experience. She has worked at Old National Bank (formerly Klein Bank) and LPL Financial since 2010. In addition to her advisory role, she serves as an election judge in Waconia and Minneapolis, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, utilizing strategic and tactical allocations, model portfolios, and third-party subadvisors.

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

CFP®, ChFC®, Series 63, Series 65

Waconia, MN

LPL Financial

John Savoie is a financial advisor with LPL Financial in Waconia, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior work includes roles at Prudential, Associated Financial Group, USAA Financial Planning Services, and Old National Bank. He currently has a part-time financial institution duty role at Old National Bank. 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 with customizable strategies supported by proprietary research and technology.

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

Series 63, Series 66

Waconia, MN

LPL Financial

Daniel Gieseke is a financial advisor with LPL Financial in Waconia, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2007 to 2009. Outside of his advisory role, he is involved with Prosperitas Planning, Inc., an entity related to his LPL business. 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 supported by technology and a broad platform that includes advisory and non-advisory financial products.

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