Eagan, MN Eagan Woods Dr Office

Robert Darragh is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2004. He has 33 years of industry experience and holds the Series 63 designation. Outside of his advisory role, he is a commissioned notary in Eagan, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios and third-party subadvisors, supported by advanced operational tools.

Jessica Schulberg is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her prior work includes roles at Irish Group Inc, Business Networking International, various insurance carriers for W & R Insurance Agencies, and Waddell & Reed, INC. from 2002 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs advanced tools for operational and research support.

Brook Holzinger is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL in 2021, he worked at firms including Waddell & Reed, Irish Group, Inc., and various insurance carriers. Outside of his advisory role, he has also served as a notary and operated a business entity, Irish Group, Inc., for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, and supports its advisors with various operational and research tools.

Jacob Pleschourt is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles with Waddell & Reed, various insurance carriers, and local organizations such as the Lakeville South Baseball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory services and platforms, combining model portfolios, third-party asset management, and institutional solutions.

Derek Iverson is a financial advisor with LPL Financial in Eagan, Minnesota, holding Series 65 and Series 66 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. for 23 years and has involvement with Irish Group, Inc. since 2015. 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 financial planning and investment management services through a large network of advisors utilizing various portfolio strategies and advisory platforms.

Donald Rosen is a CFP® with 52 years of industry experience. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc. and various insurance carriers for over four decades. Rosen is also associated with Bear Hollow LLC, a business entity established for tax or investment purposes. 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 comprehensive advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Maxwell Schermerhorn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Natixis Advisors, Natixis Distribution, Blue Line Financial, and New York Life. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.