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Denise Eskelson

Advisor at LPL Financial

Updated today

Location

Waverly, IA 50677

Credentials

Series 66

Industry experience

14 years

About

Denise Eskelson is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, OneMain Financial, and Morgan Stanley. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

2000 Heritage Way

Waverly, IA 50677

Most active in

Iowa

Work history

LPL Financial

2022 - Present (4 years)

CUNA Brokerage Services, Inc.

2017 - 2022 (5 years)

CUNA Mutual Group

2017 - 2022 (5 years)

NONE

2017 - 2017 (1 year)

OneMain Financial

2016 - 2017 (1 year)

None

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Todd M

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Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
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