Cedarburg investment firms join forces

News Graphic Staff

Jan. 22, 2019

CEDARBURG — Linden Investment Consultants, a Cedarburg-based financial services firm, announced Jan. 9 it has chosen to align with LPL Financial, the nation’s largest independent broker/dealer, to support its business.

By joining LPL, Bill Bauerband and Linden Investment Consultants gain access to the firm’s comprehensive array of tools, resources, technology and independent research to enable the delivery of objective financial advice, according to a news release.

“We are looking forward to joining LPL to further support our clients and grow our business,” said Bauerband, LPL Financial Advisor consultant. “LPL’s independent platform allows us to operate our practice efficiently, giving us more time to spend with clients, and the flexibility to be able to provide investment solutions and financial advice based on each client’s unique needs.”

Bauerband has more than a decade of experience providing financial services to clients.

Bauerband offers a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more, the news release added.

Bauerband has lived in Cedarburg for 14 years, moving here in 2004 from Saratoga Springs, N.Y., along with his wife, author Mary Rickert.

Additionally, Bauerband has two adult children, Mary and Matt, both of whom live on the East Coast.

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer, the news release added.

LPL Financial serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services and practice management programs they need to create and grow thriving practices, the release added.

LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions, according to the release.