Wauwatosa, WI Office

Joshua Pullmann is a Series 66 licensed advisor with LPL Enterprise who has three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as nearly two decades at Panera Bread. Outside of his advisory work, he is involved in the sale of fixed life insurance products through Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it provides financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Sandra Kalve is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2009. Kalve joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Tristan Panke is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Infosys. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Vijay Raj is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 34 years of industry experience. His career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Brandon Helleson is a financial advisor with LPL Enterprise, holding the Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked with Pruco Securities, LLC for 15 years and has been involved with Stratifi Strategic Financial Solutions since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and advisory programs.

John Mc Innes Jr. is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Packerland Brokerage Services, and Edward Jones. Outside of his advisory role, he manages The Pru Crew, LLC, a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Bradley Tipple is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes 16 years at Robert W Baird & Co and three years at API Financial Advisors, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Benjamin Koehler is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, Koehler worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and lending products through affiliated entities.

Andrei Junge is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and BMO Harris Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and various affiliated services including trust custody and insurance product facilitation.

John Marlis is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, METLIFE Securities Inc., and Aegis Wealth Advisors, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kevin Sharping is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2013 onward. He is based in Wauwatosa, Wisconsin. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Joseph Vavruska is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach, primarily offering access to third-party asset managers and participating in the Model Wealth Portfolios wrap program.

Michael Jansen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory work, he is involved in selling disability insurance for independent contractor real estate agents and also works as a makeup artist with Seint. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Grant Uitti is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Thomas Weber is a financial advisor with LPL Enterprise, holding the Series 66 designation and bringing seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Edward Jones, and West Corporation. Outside of advisory work, he is a limited partner in a commercial property leasing venture. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation, access to third-party asset managers, and a range of financial planning and consulting services.