Waconia, MN Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,432 offices

Location

Waconia MN

Advisors at this office

3

Advisors at this office

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Wendy K

Series 63

Waconia, MN

LPL Financial

Wendy Kuntz is a financial advisor with LPL Financial, holding a Series 63 designation and 33 years of industry experience. She has worked at Old National Bank (formerly Klein Bank) and LPL Financial since 2010. Kuntz serves as an election judge in Waconia and Minneapolis, MN. 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 various advisory programs, financial planning, and brokerage services, utilizing a range of strategic and tactical model portfolios supported by both in-house and third-party research.

College savings (529s, UTMA, etc.)
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John S

CFP®, ChFC®, Series 63, Series 65

Waconia, MN

LPL Financial

John Savoie is a CFP® and ChFC® with 29 years of industry experience, currently serving with LPL Financial. His career includes prior roles at Prudential and FBL Financial Group. He is also involved with Old National Bank in an investment-related capacity. 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, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Daniel G

Series 63, Series 66

Waconia, MN

LPL Financial

Daniel Gieseke is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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