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Connor H
Series 66, Series 63
Fond Du Lac, WI
Raymond James Financial
Connor Heck is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Northwestern Mutual Investment Services and PFS Investments. Outside of finance, he is involved with Solu Estate Winery & Meadery. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor strategies to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.
Greg L
Series 63, Series 66
Font Du Lac, WI
Raymond James Financial
Greg Lavin is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Securities America. Outside of advising, he owns Onward Financial Network LLC, a support company, and operates an insurance agency through which he sells fixed and group insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs along with specialized municipal and SIMPLE IRA consulting services.
Jacob N
Series 63, Series 65
Fond Du Lac, WI
Raymond James Financial
Jacob Norlander is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at several firms including CUSO Financial Services, Primerica, and Client First Investment Management. Outside of his advisory role, Norlander is an author and involved with Onward Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Kristen C
Series 66
Fort Du Lac, WI
Raymond James Financial
Kristen Crass is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at several firms including OSAIC and Onward Financial Network, where she is also involved in a non-investment business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.
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