Johnson Financial Group Financial Advisors
As Assistant Vice President, LPL Financial Advisor, Sam is committed to using a holistic approach to financial advising. She partners with her fellow associates to ensure her clients receive personalized advice in all areas of their financial picture.
- Over eight years of experience in financial services
- Graduated from Lake Forest college with a Bachelor's Degree in Economics and French
- Holds her Series 7 and 66 securities registrations with LPL Financial as well as licenses in life, accident, and health insurance
- Obtained her Accredited Investment Fiduciary (AIF®) and Certified Wealth Strategist (CWS®) designations to better assist clients in financial planning
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 Bank (“Financial Institution”) 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.
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. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. 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
Ask Me About
- Maximizing your investment's potential while managing risk
- Planning for education expenses
- Retirement and Financial Planning
- YWCA Rock County Development Committee Member
- Kiwanis Club of Janesville Board Member
- Active member of the Janesville Women's Club