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Darin D

Series 65, Series 63

Wauwatosa, WI

LPL Financial

Darin Dequardo is a financial advisor with LPL Financial in Wauwatosa, WI, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include working at G2 Insurance Services, Ohio National Financial Services, and THE O.N. Equity Sales Company. Outside of advising, he operates Dequardo Insurance Services, focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

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

Series 63, Series 65

Wauwatosa, WI

LPL Financial

Donna Nagel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Transamerica Financial Advisors, Liberty Tax Services, and Aflac. She is also involved with HD Wealth Solutions and maintains an ongoing relationship with World Financial Group. 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 and model portfolio programs, supported by extensive operational tools and a broad platform of non-advisory financial activities.

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

Series 63, Series 65

Wauwatosa, WI

LPL Financial

Dylan Hanson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and Wisco Audio. Hanson is also involved with the Monona Grove Softball Booster Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a 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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