Cottage Grove, WI Landmark Drive Office

Isaac Morris is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and 14 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with CUNA Mutual Group, AMERIPRISE FINANCIAL SERVICES, Inc., CETERA Advisor Networks LLC, and other firms. Outside of his advisory role, he is involved with Flat Rate Prep LLC, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Terrance Johnson is a financial advisor with LPL Financial in Cottage Grove, WI, holding a Series 66 license and 13 years of industry experience. His prior work includes positions at J.P. Morgan Chase Bank, GWFS Equities, and Mclane. Outside of his advisory role, he provides part-time non-investment care services for his disabled mother. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.