Find a Financial Consultant Near You
CFP®, CLU®With over 25 years of experience, Alan holds series 7, 63 and 66 registrations through LPL Financial & Life and Health Insurance with the State of Wisconsin.
Locations: Brookfield, Wauwatosa
Andrew DockseyAndrew Docksey has over 20 years of experience and holds the series 7 and 66 registrations with LPL Financial, as well as his Life and Health Insurance License.
Locations: Hartland, Sussex
Andy StarostaWith over 30 years of retirement planning experience, Andy holds a Series 7, 63 and 66 securities registration through LPL Financial and is insurance licensed.
Locations: Franklin, Milwaukee South, Oak Creek
Barb BrennanBarb has been in the financial services industry for over 25 years and holds Series 7 and 63 securities registration through LPL Financial.
Locations: Grafton, Mequon, West Bend
CFP®With 29 years’ experience, Bill holds a Series 7 and 63 securities registration through LPL Financial and life and health insurance licenses.
Location: Germantown, Glendale
Jim LongeJim has over 30 years of experience providing comprehensive financial planning, offering his clients a wide range of investment and insurance solutions.
Location: New Berlin
Ken ReskeWith over 17 years of experience, Ken holds a Series 7, 6, 66, 63 and 26 securities registration through LPL Financial and Life and Health insurance licenses.
Locations: Greenfield, West Allis
Kevin ReitzKevin has a wide range of experience and holds a Series 6, 7, 63 and 66 securities registration with LPL Financial and a life insurance license in the state of Wisconsin.
Locations: Hartford, Hubertus, Juneau, Mayville
Luke HesprichLuke has over 30 years’ experience and holds a Series 7 and 63 securities registration through LPL Financial as well as an insurance license.
Matt EgnerMatt has over 20 years' experience. He holds a series 7, 63 and 66 securities registration through LPL Financial as well as Life and Health insurance licensing.
Locations: Burlington, Racine
Vice President - Landmark Investment CenterAs the Vice President of Landmark Investment Center, Mike provides a personalized approach on financial and education planning, wealth management and risk management services.
Location: New Berlin
CFP®With over five years of financial advisor experience, Nolan is a certified financial planner and holds a series 7, 6 and 63 license.
Locations: Beaver Dam, Fall River, Madison, Oconomowoc, Watertown
Sheri DruryWith nearly 30 years’ experience, Sheri holds her Series 6, 7 and 63 securities registration through LPL Financial and a Wisconsin Life Insurance License.
Locations: Bay View, Cudahy, West Milwaukee
Spencer SimonenSpencer has over 28 years of experience in the financial services industry. He holds his Series 7, 63 and 65 securities registration with LPL Financial.
Locations: Waukesha Fox Run, Waukesha Grandview
Trent SantosA former Police Officer, Trent holds the Series 7 and 66 registrations through LPL Financial and insurance licenses with the state of Wisconsin.
Locations: Muskego, New Berlin
First Appointment Checklist
Prior to your first appointment, you'll be asked to locate and bring the following items:
- Most recent Tax Return
- List of what you own and owe
- List of your estimated monthly expenses
- Most recent pay stub
- Information regarding any employee benefits
- Insurance policies or statements
- Wills or trusts
- Estimate of Social Security benefits
- Any questions you may have
Planning and Needs Assessment
Your Financial Consultant can objectively:
AnalyzeYour consultant will analyze your assets, liabilities, cash flow and budget
AssessAssess your needs regarding immediate income, educational expenses, retirement income and special situations
PlanDetermine your investment risk tolerance and time horizons
ReviewReview your short-term and long-term financial goals
After careful study, your Financial Consultant can provide you with detailed recommended strategies for asset allocation, insurance coverage and tax reduction—personalized to help you reach your financial goals.
Ongoing Review and Reports
You'll receive regular statements and yearly reports from your Financial Consultant. When appropriate, strategies will be re-evaluated and changes suggested.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Landmark Credit Union Guaranteed||Not Landmark Credit Union Deposits or Obligations||May Loose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html