Our Locations

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

Call or email us today:

Altoona and Mortgage Operations Center 

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


Eau Claire South Office 

Gina's primary office for servicing her existing clients by appointment is the Eau Claire South Office

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

Eau Claire West Office

Scott's primary office is the Eau Claire West Office and Eau Claire South Office. He is also available by appointment at the Menomonie East Office, Menomonie North Office, Eau Claire Southwest Office, Whitehall Office, Hudson Office and Riverfall Falls Office.

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
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, Medford 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

Twin City Offices

Primary offices in Edina and New Hope, by appointment in Apple Valley, Hudson, Hugo, Inver Grove Heights, River Falls, St. Paul, Stillwater, and White Bear Lake.

4450 West 76th Street
Edina, MN 55435
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John Jordan
LPL Financial Advisor

Email: john.jordan@lpl.com
Call: 1-651-461-1450