Doug Bielefeldt, affiliated with LPL Financial, runs an independent financial services firm.
As an independent firm we offer objective services and strategies 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 address their objectives while emphasizing consistent returns.
For twenty-five years we have been helping families, high net worth individuals, and small businesses develop and implement personalized investment strategies designed to work towards their desired results. We welcome the opportunity to introduce ourselves.
We look forward to meeting you.