Our investment and retirement services team help you plan for a better tomorrow. Wendy can help you with investing retirement money, or provide comprehensive wealth management services - from 401(k)s, annuities or IRAs... to college savings and long term care plans. The financial life planning they provide can help identify your current needs and outline a plan for your future financial goals.
Wendy Oksness, LPL Financial Advisor
Wendy earned a Bachelor's Degree in Personal Finance and Banking with a minor in Business from South Dakota State in Brookings, SD. Wendy's experience in investment and retirement services can help individuals identify strategies to help them pursue their financial goals with confidence. Throughout Wendy's career, she has most enjoyed helping people with their personal finances. She is a volunteer with Junior Achievement, Habitat for Humanity, Lakes Area Professional Women, and the Alexandria Area Chamber of Commerce. She enjoys being outside, gardening, riding horse and spending time with her family. Mid Minnesota financial planning is offered through LPL Financial. Wendy is located in our Alexandria location located at 405 50th Avenue West. Stop by or call Wendy at (320) 762-2686 ext. 809 to request an appointment or additional information.
Contact Wendy and learn more about LPL Financial through a free, no-obligation strategy sessions.