Wall, NJ Highway 138 Office

Leif Pettersen is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Kurt Rossi is a CFP®-credentialed financial advisor with 24 years of industry experience, currently serving clients at LPL Financial since 2008. He is based in Wall, NJ, and holds the Series 66 designation. Outside of his advisory role, Rossi is involved with KJ Rossi Group, LLC, a business entity used for office-related expenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Lindquist is a CFA® charterholder and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at LPL Financial since 2019 and previously spent three years at First Trust Portfolios L.P. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.