Rebecca Blatz
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Rebecca Blatz is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. Outside of her advisory role, she is employed part-time as a cook at The Gear Box in Kiel, WI. 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 and accommodates both advisory and brokerage needs through various delivery options.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
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
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
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
1028 S Taylor Dr
Sheboygan, WI 53081
Most active in
Rebecca B has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
LPL Financial
2024 - Present (2 years)
Target Inc
2022 - 2023 (1 year)
MassMutual life Insurance Co
2021 - 2024 (3 years)
Mass Mutual Investors Services
2021 - 2024 (3 years)
Fromm Accounting, LLC
2021 - 2021 (1 year)
The Gear Box
2020 - Present (6 years)
Siebken's Resort
2020 - 2020 (1 year)
University of Wisconsin - Oshkosh
2019 - 2024 (5 years)
Culver Family Welcome Center
2019 - 2022 (3 years)
Walmart Inc
2019 - 2019 (1 year)
Image by Design, LLP
2016 - 2019 (3 years)
Kiel Area School District
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Teresa M
Series 66
Sheboygan, WI
Threshold Compass Strategies, Inc.
Pamela O
Series 63, Series 66
Sheboygan, WI
Pamela Otten LLC
Jonathan D
CFA®, Series 63
Plymouth, WI
The Olympia Group LLC
Randall M
Series 63, Series 66
Sheboygan, WI
Financial Planning Center
Cari D
Series 63, Series 65
Adell, WI
Luedtke & Associates
Austin L
Series 63, Series 65
Adell, WI
Luedtke & Associates
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")