Our Locations

We're ready to help you identify your financial goals and begin managing your money right now.


Call or email us today:


Eau Claire North Office 

Eau Claire Downtown Office by appointment only.

419 N Hastings Place
Eau Claire, WI 54703

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Kelly France, CFP®, AWMA®
LPL Financial Advisor

Email: k.france@lpl.com
Call: 1-800-341-9911 ext. 5423


Edina Office 

Apple Valley Office, St. Paul Office, Stillwater Office, Hudson Office, and River Falls Office by appointment only.

4450 W 76th Street
Edina, MN 55435

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Terry Amundson, CFP®
LPL Financial Advisor

Email: terrie.amundson@lpl.com
Call: 952-465-0960


Eau Claire South Office 

Eau Claire Southwest Office and Whitehall Office by appointment only.

4501 Royal Drive
Eau Claire, WI 54701

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Gina Gladwell
LPL Financial Advisor

Email: gina.gladwell@lpl.com
Call: 1-800-341-9911 ext. 3032


Moholt Office

Menomonie East Office and Menomonie North Office by appointment only

2415 Jodi Drive
Eau Claire, WI 54703

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Scott Sommer
LPL Financial Advisor

Email: scott.sommer@lpl.com
Call: 1-800-341-9911 ext. 2276


New Richmond Office

Osceola Office, Somerset Office and St. Croix Falls Office by appointment only

355 S Knowles Avenue
New Richmond, WI 54017

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Matt Casey
Interim LPL Financial Advisor

Email: matthew.casey@lpl.com
Call: 1-800-341-9911 ext. 8006


Chippewa Falls South Office

Chippewa Falls Downtown Office, Colby Office and Rice Lake Office by appointment only

1031 Woodward Avenue
Chippewa Falls, WI 54729

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Dan Lotts
LPL Financial Advisor

Email: dan.lotts@lpl.com
Call: 1-800-341-9911 ext. 2542