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.
Do Stocks Notice Higher Yields?
LPL Research discusses the relationship between stocks and Treasury yields when rates are elevated, and what this could mean for investors.
A Tale of Two CTAs: Short-Term vs. Trend-Following
LPL Research reviews the recent attribution within the commodity trading advisor (CTA) industry between short-term and medium-term managed futures trend-followers.
Five Takeaways From LPL Focus 2026
LPL Research shares five key takeaways from FOCUS 2026, including OCIO demand, AI adoption, ETF growth, and scalable advisor solutions.
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