Welcome

Doug Bielefeldt, affiliated with LPL Financial, runs an independent financial services firm. 

As an independent firm we offer objective services and solutions that never involve the sale of proprietary investment products.  Our client's goals are paramount to our services and decision making process.

Our mission is to help our clients realize their financial goals while minimizing their exposure to risk.  We focus on building portfolios that help our clients meet their goals while emphasizing consistent returns.

For eighteen years we have been helping families, high net worth individuals, and small businesses develop and implement personalized investment strategies designed to achieve their desired results.  We welcome the opportunity to introduce ourselves.

We look forward to meeting you.

Thank you,

Doug Bielefeldt