Weston, WI Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,420 offices

Location

4903 Schofield Avenue

Weston WI 54476

Advisors at this office

2

Advisors at this office

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Randy B

CFP®, Series 63

Weston, WI

LPL Financial

Randy Butler is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Weston, Wisconsin. His background includes roles at Voya Financial Advisors and multiple credit unions, along with extensive tenure at LPL Financial. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Steven B

Series 66

Weston, WI

LPL Financial

Steven Bandy is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cuna Brokerage Services, Inc. and Cunamutual Group since 2015. Outside of his advisory work, he co-owns Camp Bandy, a business operating since 1999. LPL Financial is a national investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
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