Rice Lake, Wisconsin, United States
Brandon is an LPL Financial Advisor located at the Rice Lake branch of Dairy State Bank. His main focuses are individuals and their families, business retirment plans, and organizations. Brandon's top priority is to educate prospects/clients so they at least have the basic knowledge to make good informed decisions about their financial futures. He will work with each client to create individual investment strategies based on the clients risk tolerance and serve as a roadmap to how clients should not only invest today, but also rebalance their portfolios to stay in alignment with their stated risk parameters. He helps clients do this by developing investment strategies through a four step process: 1) Establishing their objectives 2) Developing an appropriate strategy 3) Integrating customized solutions 4) Reviewing their progress toward these goals on an ongoing basis. One of the most important goals he has for each client is simplifying their personal financial lives. He feels that with LPL Financials independence, and no proprietary investment restrictions, this allows him to recommend suitable investments that fit each individuals needs. Securities Registrations: FINRA Series 7, 63, 65 held with LPL Financial Insurance Licenses: State of Wisconsin Life, Accident & Health, Variable Life/Variable Annuities
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Dairy State Bank and DSB Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using DSB Financial Group, and may also be employees of Dairy State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dairy State Bank and DSB Financial Group. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. 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.