LPL Financial of Le Center and Lonsdale

LPL Financial of Le Center and Lonsdale Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC; www.finra.org www.sipc.org.

Pete Plut, LPL Financial, Inc., provides sophisticated but down to earth planning and investment solutions for individuals, families and companies from design to implementation on an objective and independent platform. Insurance products are offered through LPL or its licensed affiliates. First National Bank of Le Center is not registered as a broker-dealer or investment advisor. Registered repres

entatives of LPL offer products and services using LPL Financial, and may also be employees of First National Bank of Le Center. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of First National Bank of Le Center. 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


Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: MN

On May 28, 2026, the Department of the Treasury announced the launch of the Trump Accounts app on app stores available n...
06/08/2026

On May 28, 2026, the Department of the Treasury announced the launch of the Trump Accounts app on app stores available nationwide. Beginning July 4, 2026, Trump Accounts will start accepting contributions from parents, family members, employers, and other eligible contributors, subject to annual limits. That same date, the U.S. Department of the Treasury will begin depositing a $1,000 pilot program contribution directly into each eligible child’s Trump Account.

With that news comes the big question: 529 Plan OR Trump Account? The verdict is different depending on your goals. A 529 Plan and Trump Account each serve a different purpose. Here is an article I found with some great information comparing the features of the two:
https://www.taxesforexpats.com/articles/trump-child-account/trump-account-vs-529.html

Feel free to reach out to me with any questions or to discuss which would be the best fit for your children or loved ones.

06/04/2026

Equities drove record ETF flows in May as risk-on momentum held, even as investors balanced growth, rates, and shifting macro signals.

Happy 529 Day! It's Graduation season! 🎓it is also 5/29 📆. What a great time to talk about 529 College Savings Plans!Did...
05/29/2026

Happy 529 Day!

It's Graduation season! 🎓it is also 5/29 📆. What a great time to talk about 529 College Savings Plans!

Did you know a 529 College Savings Plan can help families save for future education expenses while enjoying valuable tax advantages? Here are the details:

🌟 Flexible use for qualified education expenses: Primary, College, Trade programs, and other qualified expenses.
🌟 Tax advantaged growth
🌟 Family and friends can contribute.

Take the small steps today to have bigger possibilities tomorrow. Contact me to talk through any questions or to start a 529 College Savings Plan.

In honor of Memorial Day, I will be closed on Monday, May 25th, 2026.
05/21/2026

In honor of Memorial Day, I will be closed on Monday, May 25th, 2026.

05/13/2026

LPL Research discusses three factors other than past performance that can be used to assess actively managed funds and explains why they may be useful.

April is not only tax time! It is also Financial Literacy Month. This is a key time to raise awareness about the importa...
04/17/2026

April is not only tax time! It is also Financial Literacy Month. This is a key time to raise awareness about the importance of financial education and encourage people of all ages to build stronger financial skills. I am here as a resource to help build your knowledge! Contact me to ask any questions or talk about strategies.

04/03/2026
A great takeaway from the summary: "When enduring uncertain moments like these, it’s important to stay anchored in long-...
03/27/2026

A great takeaway from the summary:
"When enduring uncertain moments like these, it’s important to stay anchored in long-term fundamentals, disciplined asset allocation, and evidence-based decision-making."

LPL Research offers ideas for volatile markets: diversify with alternatives, TIPS, and real assets, and stay disciplined amid ongoing geopolitical risks.

03/18/2026

This week's Weekly Market Commentary discusses how lower oil intensity and the U.S.’s position as a net exporter of petroleum products have reduced the economy’s vulnerability to oil price shocks compared with past decades. However, elevated energy prices could still reignite inflation, potentia...

03/06/2026

I will be out of the office beginning this afternoon. I look forward to assisting you when I return on Monday, March 16th. Thank you.

Address

10 W. Minnesota Street
Le Center, MN
56057

Telephone

+15073572238

Website

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