Sheboygan, WI S Taylor Dr Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

1028 S Taylor Dr

Sheboygan WI 53081

Advisors at this office

5

Advisors at this office

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Rebecca W

Series 66

Sheboygan, WI

LPL Financial

Rebecca Winkel is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of finance, she is employed as a food wrapper and cook at The Gear Box. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

College savings (529s, UTMA, etc.)
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Michael R

Series 65, Series 63

Sheboygan, WI

LPL Financial

Michael Ruzek is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual Investors Services and Northwestern Mutual investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes 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 supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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Matthew D

Series 66

Sheboygan, WI

LPL Financial

Matthew Demaster is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has prior experience at firms including Harrison Financial and Principal Life Insurance Company. Outside of his advisory work, he owns MD Custom Woodworks LLC, a small custom woodworking business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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Shawn M

Series 63, Series 65

Sheboygan, WI

LPL Financial

Shawn Mangan is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2013 to 2024. Outside of his advisory role, he is also engaged as a teacher. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Verneith S

Series 66

Sheboygan, WI

LPL Financial

Verneith Stout is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2024, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also involved with OnPoint Financial Group, LLC, which provides non-variable insurance and financial services, and he holds a notary commission in Sheboygan, WI. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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