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

Keep Calm And Clip Bond Coupons | Weekly Market Commentary | June 17, 2024

Fed meetings have been important drivers of market performance, especially in the Treasury market.

India At The Crossroads | Weekly Market Commentary | June 10, 2024

Global markets will be monitoring the composition of the new cabinet and the introduction of the budget in July to ascertain that the Modi doctrine remains relevant, pro-business, and above all else, pro-India.