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.
Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle
LPL Research examines recent private credit activity in the face of growing sophistication from AI.
Weekly Market Performance — March 20, 2026
LPL’s Weekly Market Performance for the week of March 16, 2026, highlights the latest geopolitical developments, Fed decision, and global market headlines.
Finding Portfolio Resilience in Uncertain Times
LPL Research offers ideas for volatile markets: diversify with alternatives, TIPS, and real assets, and stay disciplined amid ongoing geopolitical risks.
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