Brookfield, WI 395 N Executive Dr Office

Samuel Erickson is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior roles include positions at BMO Harris Bank, Eagle Strategies (NY Life), and NYLIFE Securities LLC. Erickson also has a diverse background that includes work with the Boys and Girls Club and teaching at Freedom High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Anton Hessner is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 22 years of industry experience. He has worked at BMO Harris Financial Advisors since 2012 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Brian Bonewell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2021. He has also worked with BMO Financial Advisors, Inc. for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dann Ingebritson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked with LPL Financial since 2021 and has been associated with BMO Harris since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and a range of investment strategies.

Andrew Klinzing is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, Inc. and Edward Jones. He operates a DBA related to his LPL business in Brookfield, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research resources.

Jonathan Pultz is a financial advisor with LPL Financial based in Brookfield, WI, holding a Series 66 license and four years of industry experience. He has worked at BMO Harris Bank and US Bank GFS and has additional experience outside the financial industry as a bartender at Malone's on Brady and Harp in Milwaukee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Michael Ovsak is a financial advisor with LPL Financial in Brookfield, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Ameriprise for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio strategies.

Bernard Lynn is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at BMO Harris and BMO Harris Financial Advisors prior to joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Angelo Gonzales is a financial advisor with LPL Financial based in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. He is also a notary for the State of Nebraska. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and multiple portfolio management approaches.

Penny Seeley Dean is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at BMO Harris Bank, Landmark Credit Union, Wells Fargo Funds Distributor, LLC, and Trans International. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Timothy Magner is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at firms including BMO Harris Bank, UW Credit Union, Mass Mutual Investors Services, Bank of America, and Merrill. He is also a commissioned notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.