Midvale, UT Union Park Ctr Office

Robert Crawford is a financial advisor with LPL Financial in Midvale, UT, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with LPL Financial since 2012. In addition to his advisory role, he is involved in third-party administration activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.

Hunter Hanks is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 credential and has worked at LPL Financial since 2018. Prior to joining LPL, he held roles at Cottonwood Residential and Mosaic, and also has experience working at Brigham Young University. Outside of his advisory role, he is involved as a partner and owner in a networking 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 broad range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven strategies.

Brian Kasteler is a financial advisor with LPL Financial in Cottonwood Heights, UT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at MML Investors Services, Inc. and Mass Mutual for 16 years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research from LPL Research and third-party subadvisors.

Patrick Latimer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at MML Investor Services Inc and MassMutual Life Insurance Company. 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, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Nathan Woodward is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory duties, Woodward serves as a tennis umpire for high school, college, and amateur matches in Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Russell Madsen is a financial advisor with LPL Financial, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Adams Wealth Management, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Madsen also serves in the Army National Guard, a role he has held since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Joseph Taylor is a financial advisor with LPL Financial in Cottonwood Heights, UT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He worked with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 22 years before joining LPL Financial in 2019. Taylor also maintains a separate business entity for tax and investment purposes. 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. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by in-house and third-party research.

Anton Brog is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with LPL Financial since 2013 and is also associated with Intermountain Financial Group since 2007. Brog is a 50% partner in a non-variable insurance and investment advisory business with Elizabeth Harris. 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 retirement plan consulting, employing both discretionary and non-discretionary management supplemented by research from LPL and third-party sources.

Mike Donaldson is a financial advisor with LPL Financial in Cottonwood Heights, UT, holding Series 63, 65, and 66 licenses and over 25 years of industry experience. He has worked at LPL Financial since 2019 and has a concurrent history with MML Investor Services and MassMutual Life Insurance Company since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Brandon Preece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Hornor Townsend & Kent Inc, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved in multiple insurance brokerage ventures and co-owns an online retail business specializing in women's fashion. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, research, and technology-driven solutions.

David Wagstaff is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in tax preparation and serves as a third-party administrator. 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, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by in-house and third-party research.