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Daniel S
Series 63, Series 65
Beach Park, IL
LPL Financial
Daniel Sackman is a financial advisor with LPL Financial in Beach Park, IL, holding Series 63 and 65 licenses and bringing 16 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is also involved in non-variable insurance and operates a notary service under the business name Sackman and Son Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.
Thomas H
Series 63, Series 65
Kenosha, WI
LPL Financial
Thomas Heller is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodbury Financial Services and OSAIC. He also operates T. Heller Financial, a firm he founded in 2003. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
Janet F
Series 63, Series 65
Kenosha, WI
Equitable Advisors
Janet Franz is a financial advisor with Equitable Advisors in Kenosha, WI, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services to qualified plans.
Keith D
Series 63, Series 66
Kenosha, WI
Thrivent Investment Management
Keith Dreger is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Dreger is an agent with Frey-Rude Associates, an independent property and casualty insurance agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with an option to combine planning with managed-account services under a consolidated billing structure.
Shyanne L
Series 66
Racine, WI
Edward Jones
Shyanne Lamb is a financial advisor at Edward Jones in Racine, WI, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Frontida Management Group, Creating Clarity, Intuit, CKW Collaborations Inc, and Strategic Retail Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Allen H
Series 66
Lake Villa, IL
LPL Financial
Allen Hall is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His career includes roles at Merrill, Bank of America, Edward Jones, and Cetera Advisor Networks. He is also associated with Exemplar Financial Network, operating a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies, supported by advanced operational tools.
Robert B
ChFC®, Series 63
Antioch, IL
Blameuser Asset Management
Robert Blameuser is a financial advisor at Blameuser Asset Management with 23 years of industry experience. He holds the ChFC® designation and Series 63 license and has been associated with First Midwest Securities, Inc. since 1993. Outside of his advisory work, he plays the trumpet in various bands and may also teach music. Blameuser Asset Management provides portfolio management and financial planning services to both institutional clients and individual investors. The firm employs individualized portfolio management strategies and also offers insurance brokerage services, operating on a small scale with about $4.5 million in assets under management across roughly 25 clients.
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