Eagan, MN Eagan Woods Dr Office

Robert Darragh is a CFP®-certified financial advisor with LPL Financial in Eagan, MN, with 32 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is also a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jessica Schulberg is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Irish Group Inc, Business Networking International, various insurance carriers with W & R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Brook Holzinger is a Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. His prior roles include work with Waddell & Reed, Irish Group, Inc., and various insurance carriers. Holzinger has also acted as a notary and operated a business entity, IRISH Group, Inc., for tax and investment-related purposes. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jacob Pleschourt is a financial advisor with LPL Financial in Eagan, MN, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and short-term engagements with Derek Iverson and Jessica Schulberg. He was involved with the Lakeville South Baseball Association for five years. LPL Financial is an 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, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Derek Iverson is a financial advisor with LPL Financial in Eagan, MN, holding Series 65 and Series 66 credentials and 28 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Irish Group, Inc. Outside of advising, he is associated with Irish Group, Inc., a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by research and model portfolios.

Donald Rosen is a CFP® with 51 years of experience in the financial services industry. He is currently an advisor at LPL Financial, joining the firm in 2021. Prior to this, he worked at Waddell & Reed, INC. and various insurance carriers for over four decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and consulting services supported by comprehensive research and technology solutions.

Maxwell Schermerhorn is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. His previous roles include positions at Natixis Advisors, Natixis Distribution, Blue Line Financial, NYLIFE Securities, and New York Life Insurance. 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 advisory programs, retirement plan consulting, brokerage services, and employs strategic and tactical model portfolios supported by research from LPL Research and third-party subadvisors.