Bloomington, MN Minnesota Dr Office

Nicholas Kruell is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Ameriprise Financial, Northwestern Mutual, and Waddell & Reed. He is also involved with Blue Heron Professional Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Lori Tauring is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed, Inc. for 28 years. Lori is also the owner of Blue Heron Tax Services LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Oskar Tauring Traxler is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at various insurance carriers and financial firms, as well as involvement with the Minnesota Urban Debate League. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services through a large network of investment adviser representatives.

Jacob Ledermann is a financial advisor with LPL Financial based in Bloomington, MN. He holds a Series 66 designation and has two years of industry experience, including prior work at Lakeshore Group Wealth Management. Outside of his advisory role, his background includes diverse positions in education and various local businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and employs technology tools to assist its network of over 22,800 advisors.

Matthew Anderson is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers for over two decades. Outside of his advisory role, he serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Sarah Houle Johns is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior roles include positions at Cetera and Foresters Financial, where she spent over three decades. Johns is also licensed as a notary in St. Paul, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Ledermann is a financial advisor with LPL Financial in Bloomington, MN, holding CFP® and Series 66 designations and bringing 25 years of industry experience. His prior experience includes roles at Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies over two decades, as well as operating the Lakeshore Group Wealth Management. He is also involved with Cedar Rose Wild, LLC, a member-managed investment-related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and proprietary tools, supported by a large network of advisors and significant discretionary assets under management.

Cody Broadwell is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Equitable Advisors, LLC for one year and has held various other roles outside the financial industry. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a wide network of investment adviser representatives.

Theresa Ferrise is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. She has previously worked at Waddell & Reed, Inc., Thrivent Investment Management, and THRIVENT Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various strategies and tools to support its network of over 22,800 advisors.

Stephanie Shaffer is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Matthew Anderson, The Lakeshore Group, Steph & Jacquie LLC, Jason Ledermann, and Waddell & Reed, Inc. She has also operated investment-related business entities connected to her LPL practice. 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, utilizing various strategies and technology tools across a large network of investment adviser representatives.