Muscatine, IA Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

2

Of 3,118 advisors across 856 offices

Location

118 Chestnut St

Muscatine IA 52761

Advisors at this office

2

Advisors at this office

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Brett S

Series 66

Muscatine, IA

LPL Enterprise

Brett Samuels is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience and prior work history that includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Samuels is a business owner of a local mowing and general labor service and maintains part-time employment in police activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to a range of investment and insurance products within an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael G

Series 63, Series 65

Muscatine, IA

LPL Enterprise

Michael Gaeta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over four decades. Outside of his advisory role, he serves on the board of the Kiwanis of Muscatine and volunteers for the Million Dollar Round Table Legacy nonprofit. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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