Who is LPL Financial?

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under the ticker symbol LPLA.

The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affilliated with LPL are not pressured or influenced by LPL to sell its products.  Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to meet their clients' needs. 

For more information about LPL Financial, please visit www.lpl.com

INVESTMENT DISCLOSURE

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL 

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