New Berlin, WI S. Moorland Road 3rd Office

Trent Santos is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has served at Landmark Credit Union and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, supported by model portfolios and research from multiple sources.

Erik Pinter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2011, he worked 25 years at Anchor Bank. 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 plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

James Longe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at LPL Financial since 2014. Outside of his advisory role, he is involved with Landmark Credit Union as part of their investment-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Keith Brofsky is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Landmark Credit Union in investment, audit, and treasury research, and he operates a website-building company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.