Helping you pursue your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and financial goals. We can start small and seek growth or evaluate and build upon your existing portfolio and financial plans. The end result will be a customized strategy designed to help you build, conserve, maintain and transfer assets in a more advantageous way.
Periodically we'll review your unique situation and make adjustments as needed. It just makes sense — as your life changes, so do your financial needs. As your financial advisor, I'll be here to guide you at every stage.
I am a Registered Representative of LPL Financial and a licensed insurance agent.
My wife Tanya and I live in the beautiful city of Winona, MN. We are the very proud parents of two daughters who bring us joy and can also be a handful at times. When I am not in the office I enjoy spending time with my family and friends, enjoying the great outdoors, and playing softball and year-round volleyball.
Contact Altra Financial Advisors
The professionals at Altra Financial Advisors are licensed to serve members in Arizona, California, Colorado, Florida, Iowa, Michigan, Minnesota, North Carolina, South Dakota, Tennessee, Texas, Washington and Wisconsin.
Meet our Advisors and learn more about the financial professionals serving Altra Federal Credit Union members! You may also contact us at 888.777.5211 or email Mark Thorn at m.thorn@lpl.com to schedule a no-cost, no-obligation consultation in person or by phone.
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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. Altra Federal Credit Union and Altra Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Altra Financial Advisors and may also be employees of Altra Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Altra Federal Credit Union or Altra Financial Advisors. Securities and insurance offered through LPL, or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Altra Federal Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.