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.
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.
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.
Happening Now
Midyear Outlook 2021: Picking Up Speed | Weekly Market Commentary | July 19, 2021
The U.S. economy has surprised nearly everyone to the upside as it speeds along thanks to vaccinations, reopening, and record stimulus.
Global Portfolio Strategy | July 15, 2021
See LPL Research’s latest monthly market outlook in the July 2021 Global Portfolio Strategy.
Sign Up to Receive Our Newsletter