Our Locations

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

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 Operations Center 

Kelly's primary office for servicing her existing clients by appointment is the Operations Center

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 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, 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

Dan's primary office is the Chippewa Falls South. He is also available by appointment at the Chippewa Falls Downtown, Colby, Medford and Rice Lake.

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

Operations Center

Todd's primary office is the Operations Center. He is also available by appointment at the Eau Claire Downtown, Eau Claire Southwest and Altoona.

419 North Hastings Place
Eau Claire, WI 54702
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Todd Kamenick
LPL Financial Advisor

Email: todd.kamenick@lpl.com
Call: 1-715-514-3284

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