LPL Financial

About

LPL Financial Services is an Independent Broker-Dealer located in La Crosse, WI. Fee Based services.

Story

As a fully registered investment professional, Tom has earned his Series 7 and Series 66 registrations through LPL Financial. Additionally he holds Life, Accident and Health Insurance Licensing in multiple states. In addition, he holds the designation Accredited Wealth Management Advisor.

Tom strives to continuously provide his clients with the highest level of service, while seeking to learn about his clients desired lifestyle, long-term goals and retirement needs. This in-depth understanding of his clients enables him to recommend and implement custom-tailored investment and wealth management strategies.




LPL Financial, Member FINRA/SIPC


Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Wisconsin, Minnesota, Colorado, North Dakota