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.
Happening Now

Strong Earnings Momentum to Start 2022 | Weekly Market Commentary | February 22, 2022
With fourth quarter results mostly in the books, LPL Research recaps another solid fourth quarter earnings season.

The Valentine’s Day Index | Weekly Market Commentary | February 14, 2022
For those wondering what Valentine’s Day might cost in 2022, LPL Research’s Valentine’s Day Inflation Index is the answer.
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