West Bend, WI South Main Street 1st Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
143 South Main Street 1st Floor
West Bend WI 53095
Advisors at this office
3
Advisors at this office
Hunter G
Series 66
West Bend, WI
LPL Financial
Hunter Gross is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Woodbury Financial Services, OSAIC, and Jasen Wealth Advisors, where he continues to be involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Melissa H
Series 66
West Bend, WI
LPL Financial
Melissa Hopper is a financial advisor with LPL Financial, holding a Series 66 license and 20 years of industry experience. She has worked at Woodbury Financial Services, Jasen Wealth Advisors LLC, and OSAIC prior to joining LPL Financial. In addition to her advisory role, she is a CPA providing tax preparation and accounting services through her own practice. 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, financial planning, and retirement plan consulting supported by a national network of investment adviser representatives.
Anthony J
Series 63, Series 66
West Bend, WI
LPL Financial
Anthony Jasen is a financial advisor with LPL Financial in West Bend, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and OSAIC, and he has operated Jasen Wealth Advisors, LLC since 2014. In addition to advisory work, he is a notary and is involved in non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.
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