A Full Service Financial Consulting Firm

The investment climate has never been more exciting or more challenging than it is today.

Click below to learn more about the “what’s” and “how longs” of transferring.

Learn More

A Full Service Financial Consulting Firm

The investment climate has never been more exciting or more challenging than it is today.

Click below to learn more about the “what’s” and “how longs” of transferring.

Learn More

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Kris Thorvaldson

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

LPL Financial

LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

Research

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

Have a Question?

Our investment advisors would be happy to answer any questions you have about your financial situation.

Happening Now
Weekly Market Performance | April 2, 2026

Weekly Market Performance | April 2, 2026

LPL’s Weekly Market Performance for the week of March 30, 2026, highlights geopolitical developments, commodity market moves, and economic calendar highlights.

A Review of Active Management

A Review of Active Management

LPL Research discusses its recently updated study of the effectiveness of active management across asset classes, as well as implications for portfolios.

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