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Walter W
CFP®, ChFC®, Series 63, Series 65
West Chester, OH
LPL Financial
Walter Wilson Jr. is a financial advisor with LPL Financial in West Chester, OH. He holds the CFP® and ChFC® designations and has 23 years of industry experience. Prior to joining LPL Financial in 2021, he operated his own practice and worked with Waddell & Reed Inc. Wilson has also been involved with organizations such as Greater Harrison Rotary and Pathways to Home. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory and brokerage services, including model portfolios, retirement plan consulting, and access to research from LPL Research and third-party subadvisors.
Ralph T
Series 63, Series 66
West Chester, OH
LPL Financial
Ralph Teppe is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and NEXT Financial Group, Inc. Teppe Financial Service is a DBA related to his LPL business activities. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Jane W
Series 63, Series 66
West Chester, OH
LPL Financial
Jane Welch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with LPL Financial since 2008. Jane also operates two business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by extensive research and various investment strategies.
John W
Series 66
West Chester, OH
LPL Financial
John Weigel is a financial advisor with LPL Financial in West Chester, Ohio, holding a Series 66 credential and 28 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he operates a separate business entity, John Weigel, LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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