Alan Barnes



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. 


Alan has a bachelor’s degree in Business Administration from the University of Wisconsin-Milwaukee. 


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

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