Eden Prairie, MN 10400 Viking Dr Office

Dale Teal is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. Since 2002, he has also operated Strategic Financial Concepts, a separate business activity related to his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Steven Treberg is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He holds a Series 63 designation and has involvement in non-variable insurance through Beacon Benefits Group and Strategic Financial Concepts. 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, with a range of discretionary and non-discretionary management options supported by research and technology.

Mark Edlund is a CFP® professional with 27 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory work, he is involved with Strategic Financial Concepts, a business focused on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management strategies.