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Advisors near 54773
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Paul S
Series 63, Series 65
Arcadia, WI
LPL Enterprise
Paul Sobotta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 1992. Outside of his advisory role, he serves as a board member for the Arcadia Community Chest, a local nonprofit organization. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.
Christian T
Series 66
Arcadia, WI
LPL Enterprise
Christian Taylor is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he manages a residential rental and maintenance business through CD Taylor Holdings LLC. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services through its extensive network of investment adviser representatives.
Jared I
Series 66
Whitehall, WI
Thrivent Investment Management
Bryan S
Series 66
Whitehall, WI
Thrivent Investment Management
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Advisors near 54773
Out of 400,000+ nationwide