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

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.

Learn More

LPL Financial

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

Learn More

Research

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

Learn More

Have a Question?

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

Learn More

Happening Now

Is All The Good News Priced In? | Weekly Market Commentary | April 26, 2021

LPL Research believes investors are appropriately optimistic, given the improving economy, the pace of vaccinations, fiscal stimulus, and surging earnings.

Peak Optimism? | Weekly Market Commentary | April 19, 2021

While optimism surrounding the reopening is certainly understandable, LPL Research takes a look to see if sentiment is flashing a near-term contrarian warning sign for stocks.