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  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

 

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  2. About LPL Financial

About LPL Financial

 LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.   

For more information about LPL Financial, visit www.lpl.com. 

LPL Service Center (800) 558-7567

 

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109 3rd Avenue
Baraboo, WI
53913 USA

  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

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 or its licensed affiliates. Baraboo State Bank & Third Oak Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Third Oak Investment Services, and may also be employees of Baraboo State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Baraboo State Bank or Third Oak Investment Services. 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 Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, IL, KS, FL, MI, MN, NC, NJ, NV, OH, TX, UT, WA, WI.

LPL Financial Form CRS

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