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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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.

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LPL Financial

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

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Research

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

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Have a Question?

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

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Happening Now

How Much Higher Can Treasury Yields Go? | Weekly Market Commentary | December 27, 2021

Will Omicron Ruin the Santa Rally? | Weekly Market Commentary | December 6, 2021

Historically, December has been a great month for stocks, but now we have the Omicron variant causing major volatility and uncertainty. Still, we remain optimistic that the new worries will subside over the coming weeks and stocks will finish 2021 on a solid note. The...