Years of Experience
5-20+ Years
NAPERVILLE, IL
7 Years Experience
0 Disclosures
ADVISOR BIO
David Olson is a financial advisor with LPL Financial LLC and has been in the industry since September 11, 2017. David is licensed in Illinois as a Registered Representative. David holds the Series 66, Series 24, Series 7 and SIE exams and has experience working with individuals, high-net-worth individuals, corporations, pensions, insurance companies and charitable organizations. Prior to joining LPL Financial LLC, David worked at BMO HARRIS FINANCIAL ADVISORS, INC.
SPECIALIZATIONS
Naperville, IL
20 Years Experience
0 Disclosures
ADVISOR BIO
David Lutter is an investment advisor representative who has been in the industry since 2005. David is currently registered with PMA Asset Management, LLC and is licensed in 14 states. David has passed several industry exams including the Series 7, Series 63, Series 24, Series 50, Series 53, and the SIE exam. David has experience working with a variety of clients including corporations, individuals, and government entities.
SPECIALIZATIONS
NAPERVILLE, IL
40 Years Experience
0 Disclosures
ADVISOR BIO
David Raday is a financial advisor with over 38 years of experience in the financial services industry. David is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. David has extensive experience in providing financial advice to individuals, families, and businesses. He is a highly skilled and knowledgeable advisor, and he is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
NAPERVILLE, IL
24 Years Experience
0 Disclosures
ADVISOR BIO
David Lee Swanson is a financial advisor with over 20 years of experience in the industry. David is a registered representative with FINRA and is licensed in multiple states. David is associated with Highpoint Planning Partners. David's primary area of expertise is providing financial planning and investment management services to individuals, families, and businesses. David is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
NAPERVILLE, IL
9 Years Experience
0 Disclosures
ADVISOR BIO
David Markiewicz is a financial advisor at LPL Financial LLC. David has been in the industry since 2016, and is registered in 51 states and two territories. David offers a wide range of financial services, including investment management, financial planning, and retirement planning. David has been with LPL Financial LLC since 2021, and prior to that, was a financial advisor at BMO HARRIS FINANCIAL ADVISORS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
SPECIALIZATIONS
NAPERVILLE, IL
23 Years Experience
0 Disclosures
ADVISOR BIO
David Bradley is a financial advisor with over 20 years of experience in the financial services industry. David is registered with LPL Financial LLC and is a licensed representative of LPL Financial LLC. He holds Series 7, 24, 63, and 66 licenses. David has experience in providing financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans. He is committed to helping his clients achieve their financial goals.
SPECIALIZATIONS
Naperville, IL
0 Disclosures
ADVISOR BIO
David Lecinski is an investment advisor representative with Highpoint Planning Partners, registered with the state of Illinois. David has been in the industry since 2014. David has a Series 65 license. David's previous employment includes Fairway Independent Mortgage Corporation, Asset Mutual Mortgage Corporation, and Jaguar Land Rover.
SPECIALIZATIONS
NAPERVILLE, IL
1 Years Experience
0 Disclosures
ADVISOR BIO
Deniell Veshi is a financial professional registered with J.p. Morgan Securities LLC. Deniell holds Series 63, Series 6TO, and SIE licenses. Deniell Veshi is registered in Illinois and has been in the industry since August 15, 2023.
SPECIALIZATIONS
NAPERVILLE, IL
6 Years Experience
0 Disclosures
ADVISOR BIO
Dennis Castillo is a registered representative with J.p. Morgan Securities LLC. Dennis has been in the securities industry for 5 years and is licensed in multiple states, including Illinois, Texas, Arizona, California, Florida, Hawaii, Indiana, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Wyoming, and others. Dennis's firm, J.p. Morgan Securities LLC, manages over $249 billion in assets and provides a range of advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Dennis's primary office is in Naperville, Illinois.
SPECIALIZATIONS
NAPERVILLE, IL
0 Disclosures
ADVISOR BIO
Derek Raridon is an Investment Advisor Representative at Lantz Financial LLC. Derek is registered with the state of Illinois and Texas. Derek has been in the industry since March 2018 and has experience in financial planning, pension consulting, and portfolio management for individuals. Lantz Financial LLC is a firm that provides financial planning, pension consulting, and portfolio management services to individuals. The firm has a total of 6 Investment Advisor Representatives.
SPECIALIZATIONS