ADVISOR BIO

Joshua Otto is a financial advisor with LPL Financial LLC. Joshua has been in the industry for several years, having previously worked at AXA Advisors, LLC. Joshua is registered in Minnesota, Illinois, and Wisconsin. Joshua has a Series 7, Series 66, and SIE licenses. Joshua specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Joshua has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice.

SPECIALIZATIONS

ADVISOR BIO

Kristin Lynn Rogers is an investment advisor representative with CGN Advisors, LLC. Kristin is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Minnesota and South Dakota. Kristin holds the Series 7, Series 63 and Series 65 securities licenses. Kristin has been in the financial services industry since 1998. Prior to joining CGN Advisors, LLC, Kristin worked for several other firms, including MML Investors Services, LLC, Royal Alliance Associates, Inc. and American Express Financial Advisors Inc. Kristin specializes in providing financial planning services, pension consulting, and educational seminars. Kristin is also a treasurer at a local church.

SPECIALIZATIONS

ADVISOR BIO

Leo John Schlangen is a financial advisor with over 30 years of experience in the industry. Leo has been registered with LPL Financial LLC since November 2017. Prior to that, Leo was registered with Investment Centers of America, Inc. and Ameriprise Financial Services, Inc.. Leo holds Series 63, 65, 7, 8, 9, 10, 31, and SIE licenses. Leo is a Certified Financial Planner and provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Matthew Brian Kruse is a financial advisor who has been in the industry since 2013. He is registered with Edward Jones. He is licensed in Florida, Iowa, Kansas, Minnesota, Nebraska, Tennessee, and Wisconsin. Matthew has a Series 66, Series 7, and SIE licenses. His current office is located in ST MICHAEL, MN. Matthew specializes in providing financial advice to individuals, businesses, and retirement plans. He is also a licensed real estate investor in Albertville, MN.

SPECIALIZATIONS

ADVISOR BIO

Shawn Eugene Weber is a financial advisor with LPL Financial LLC. Shawn has been working in the financial industry since May 25, 2001. Shawn is registered with the state of Minnesota. Prior to joining LPL Financial LLC, Shawn worked for Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Shawn holds the Series 63, Series 7, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Todd Songstad is an investment advisor representative with over 20 years of experience in the financial services industry. Todd is registered with LPL Financial LLC in Minnesota. Todd also previously worked at EDWARD JONES in St. Louis, MO. Todd has Series 7, Series 63, and SIE licenses. Todd provides financial planning services.

SPECIALIZATIONS