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Robert Rynes

Advisor at LPL Financial

Updated today

Location

Spring Green, WI 53588

Credentials

Series 66

Industry experience

10 years

About

Robert Rynes is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at The Peoples Community Bank and LPL Financial since 2015. Rynes also sells Medicare supplemental insurance through Jack Schroeder and Associates. 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 various investment delivery options supported by an in-house research team and combines advisory services with insurance and credit products.

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

166 South Lexington Street

Spring Green, WI 53588

Most active in

Texas · Wisconsin

Work history

The Peoples Community Bank

2015 - Present (11 years)

LPL Financial

2015 - Present (11 years)

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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Active portfolio management Passive / index investing Wealth management
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Scott Klaas is a Series 66-licensed financial advisor with First Command Advisory Services, based in Lone Rock, WI, and has two years of industry experience. Prior to his current role, he served in the United States Army from 2012 to 2020 and owns Saint Wendelin's Croft, where he manages livestock operations. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements with written financial plans and periodic reviews.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Jacqueline K

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Darrah T

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Spring Green, WI

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Darrah Tomas is a financial advisor with Ameriprise, holding a Series 66 credential and 22 years of industry experience. Prior to joining Ameriprise in 2021, Darrah worked at STIFEL and B.C. Ziegler and Company. Outside of financial advising, Darrah is involved in automotive restoration through bookkeeping and parts ordering at Cuda's Speed Shop in Spring Green, WI. Ameriprise serves clients approaching or in retirement with a retirement-income planning service that combines research, modeling, tax analysis, and algorithmic automation to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jacob P

Series 66

Mazomanie, WI

LPL Financial

Jacob Pape is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2023 and has prior experience at The Peoples Community Bank and Northwestern Mutual. Outside of his advisory role, he has been involved with Noah's Ark Waterpark and has a background that includes roles in education and electrical services. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a broad platform accommodating various investment strategies.

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