About Alan
“It’s important for clients to understand what they own and why they own it. Only then will they possess what is required to reach their financial goals. We would never dream of building a home, one that will remain standing after heavy rains and winds, protecting us for years to come, without a set of blueprints. Why would we risk living 20-30 years in retirement without proper planning?”
Alan has been a resident of southeastern Wisconsin his whole life where he and his wife have raised three children. He enjoys working in his yard, golfing and many other outdoor activities.
Education
Alan has a bachelor’s degree in Business Administration from the University of Wisconsin-Milwaukee.
Background
Alan has over 25 years' experience in the financial services industry and believes strongly in planning and taking a holistic approach when giving advice. As a CERTIFIED FINANCIAL PLANNER™ professional, Alan brings a well-rounded expertise to his clients. Alan also holds series 7, 63 and 66 registrations through LPL Financial, as well as his Life and Health Insurance with the State of Wisconsin.
Areas Served
- Brookfield
- Glendale
- Wauwatosa
Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
Check the background of our investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Landmark Credit Union Guaranteed | Not Landmark Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS - www.lpl.com/CRS