Jim holds a Series 7, 63 and 65 securities registration through LPL Financial as well as an insurance license in the State of Wisconsin.
Jim and his wife Lana have lived in New Berlin the last 27 years, raising two daughters. They are proud grandparents of three grandchildren. Jim enjoys traveling, playing golf, watching little league games and is an avid silver dollar coin collector.
Jim is a graduate of the University of Wisconsin – Madison and has earned his MBA from the University of Wisconsin – Milwaukee School of Business.
Jim has over 31 years of experience providing comprehensive financial planning and servicing his clients’ needs. He strives to offer his clients a wide range of investment and insurance solutions as a fiduciary advisor and has extensive experience in the banking industry.
Check the background of our investment professionals associated with this site on FINRA’s BrokerCheck.
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