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.
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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.
Why Today’s Bond Market Differs from 2022
LPL Research analyzes key differences between today’s bond market and 2022 that may create opportunities for investors.
What We Heard at Commonwealth 2026 National Conference
LPL Research shares five takeaways from Commonwealth advisors on model portfolios, active ETFs, OCIO, and tactical market views.
Yields Fell on Bad News: Could This Mark a Top?
LPL Research discusses news reversals and Treasury yields’ recent reaction to consumer inflation data, and what this could mean for markets.
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