MICHELE RANDALL, CFP® RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

on .

Mt. Pleasant, WI — January 31, 2022 – Michele Randall, CFP®, an independent LPL Financial advisor at Randall & Pobar, LLC – Your Financial Partners in Mt. Pleasant, WI, today announced her inclusion in LPL’s Freedom Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*.

“I congratulate Michele on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We are inspired by her dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Michele with robust resources, integrated capabilities and differentiated service experiences designed to help her run a thriving practice. We wish Michele and her team continued success as they create meaningful impact in the lives of their clients in the years ahead success as they continue to add value for clients and in their business in the years ahead.”

Michele is based in Mt. Pleasant, WI and provides a full range of financial services, including retirement and financial planning and individual money management.

Michele Randall is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

About LPL Financial: LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021

*Achievement is based on top 23% of annual production among LPL Advisors only.

Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Randall & Pobar, LLC are separate entities from LPL Financial.

Gateway Technical College Foundation sponsorship

on .

We are pleased to be one of the auction item sponsors at the upcoming Gateway Technical College Foundation presents: Innovation Celebration on-line auction. Uniquely Gateway items will be available beginning November 8th at 1:10 pm following a brief kick-off. Michele and one of our trusted Advisory Board members, Judy Gavigan, will share comments during the event kick-off.

[Link to kick-off]

[Link to auction]

Women's Resource Center donations

on .

As we reflect upon the past year, we are so grateful for our clients and especially for your generosity during the holidays. We enjoy choosing a local organization that will benefit from our help, especially during these difficult times. The Women’s Resource Center was so very thankful we chose them and appreciative of the abundance of gifts you so graciously donated.

The donations we delivered last week filled up two SUVs, along with many gift cards and a separate monetary donation from Randall & Pobar, LLC.

We hope you had a wonderful holiday. Our best wishes for the New Year!

Janet has announced her retirement

on .

Here is an excerpt from the announcement Janet recently shared with clients:

“Let me begin by saying it has been an honor and a privilege to work with you during my years in the financial services industry. Some of you began this journey with me at Invest Financial at Johnson Bank. I cannot express how much that has meant to me. I feel extremely fortunate to have had a satisfying career working with such wonderful clients.

Although I will truly miss working with you, I am retiring on November 1, 2020 and will be passing the baton on to my partner Michele Randall who will acquire my business as of that date. She is extremely well qualified as a Certified Financial Planner professional and has years of experience and success. Michele and I have collaborated on your investments over the years and the transition will be seamless. We became business partners because we shared the values and passion for client care. I can retire confident that I am leaving you in the best hands….

…It has been a pleasure to work with you over the years. I want to thank you from the bottom of my heart as I start my new adventure.”