LPL Financial Brodhead, WI

LPL Financial Brodhead, WI Financial Consultant with LPL Financial, one of the nation’s leading financial services companies. 20+years of investment experience.

Financial Services firm specializing in Stocks, Bonds, Mutual Funds, Advisory Services, Annuities, IRA's, 401k Rollover Services, College Planning, Life Insurance My goal is to help our clients and their families gain financial independence by providing sensible investment strategies, investment advice not influenced by commissioned sales products, and the finest service available in the financial

services industry. Please stop by or call our office for more information. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Greenwoods State Bank and Greenwoods Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Greenwoods Wealth Management, and may also be employees of Greenwoods State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Greenwoods State Bank and Greenwoods Wealth Management. Securities and insurance offered through LPL or its affiliates are:
• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents in the following states: AR, CO, FL, GA, HI, IL, IN, MN, OR, SC, TX, WI. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
02/25/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Valuation is important for business succession, estate taxes and even qualifying for a loan.
02/23/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Where will your retirement income come from? Do you know all the choices available?
02/20/2026

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

You've allocated your assets; you just may not realize it yet.
02/18/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The average college senior graduates with credit card debt. How will your kids manage money?
02/16/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Health-care coverage (including Medicare) typically does not cover extended medical care.
02/13/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Three tips for giving smart from the heart.
02/11/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

There are benefits and limitations when you decide to donate stock. Learn more from our message.
02/09/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
02/06/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1....
02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
02/04/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
02/02/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

Address

1019 1st Center Avenue , Ste A
Brodhead, WI
53520

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 4:30pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16088973015

Website

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About Us

We are Lon Lederman and Jared Arn, Financial Consultants with LPL Financial, one of the nation’s leading financial services companies. Between us, we have 38 years of investment experience. We work together as a team to help our clients and their families gain financial independence. We do this by providing sensible investment strategies, investment advice not influenced by commissioned sales products, and the finest service available in the financial services industry. Please stop by or call our office for more information.

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 Financial or its licensed affiliates. Greenwoods State Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer produts and services using Greenoods Wealth Management, and may also be employees of Greenwoods State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Greenwoods State Bank or Greenwoods Wealth Management. Securities and insurance offered through LPL or its affilliate are:


  • Not Bank Deposits or Obligation

  • Not Bank Guaranteed