Accredited Investment Fiduciary®, Financial Consultant

  Allison Mendoza is currently the coordinator for Financial Planning and Client Services for LPL Financial Services, d.b.a. Socially Responsible Retirement Strategies. She is also studying to take her Series 7 exam to be licensed this Fall 2018. She has worked in small business financing for the prior 8 years, as well as government administration [...]

Brenda has been the Office Manager for our LPL Financial branch since August of 1994. Her main tasks include providing excellent client service which includes client requests, account maintenance, and new paperwork. Additionally, Brenda handles bookkeeping and payroll, and is also the lead for general office compliance. Brenda has lived in the beautiful Coulee Region […]