Westmont, IL Oakmont Ln 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

900 Oakmont Ln, Ste 105

Westmont IL 60559

Advisors at this office

5

Advisors at this office

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Daniel W

Series 66

Westmont, IL

LPL Financial

Daniel Wilkinson is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Etiquette Financial Partners and LaGrange Country Club. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

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

Series 66

Westmont, IL

LPL Financial

Lindsey Driscoll is a financial advisor with LPL Financial in Westmont, IL, holding a Series 66 credential and 17 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc. for 12 years and has operated her own practices, including Driscoll Strategies since 2020. She has been involved with the nonprofit One For The Kids since 2012. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management.

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

Series 66

Westmont, IL

LPL Financial

Lynn Snedden is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, Lynn worked at Eric Degnan and Waddell & Reed Inc, as well as with various insurance carriers for W&R Insurance Agencies. Lynn is also involved in tax preparation and accounting services as a part-time CPA. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Christopher J

Series 63, Series 66

Westmont, IL

LPL Financial

Christopher James is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at RBCN James Incorporated and Waddell & Reed Inc. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

CFP®, Series 63, Series 65

Westmont, IL

LPL Financial

Eric Degnan is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His background includes roles at One For The Kids and Waddell & Reed, Inc., and he has operated his own advisory business for 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services through a large network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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