About Spencer
Spencer is an Investment Advisor Representative covering the Waukesha Landmark Credit Union locations.
Spencer has over 28 years of experience in the financial services industry, including the 23 years exclusively in the comprehensive wealth management and retirement planning arena here at Landmark Credit Union. His vision is to provide exceptional service and help his clients confidently pursue their financial goals.
He is an experienced financial professional whose balance of services include comprehensive financial and retirement planning, cash flow analysis, asset allocation, risk management and estate planning. Much of Spencer's emphasis in the past 10 years has been offering Fiduciary Fee Based account management, including separately managed stock accounts.
Background
Spencer was raised in Menomonee Falls and is a 1991 graduate of the University of Wisconsin-Madison. He holds his Series 7, 63 and 65 securities registration with LPL Financial and is a past committee member of Milwaukee United Way’s Charitable Foundation.
Spencer is happily married with three boys. He enjoys playing hockey, fishing, traveling and boating with his family.
Areas Served
- Waukesha Fox Run
- Waukesha Grandview
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
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 Lose 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.
LPL Financial Form CRS - www.lpl.com/CRS