Forest Lake Times

Posted: 7/27/05

Purdy, Olson recognized at session

Dave Purdy, president and Chad Olson, vice president of Wealth Management Midwest, LLC, Forest Lake, recently attended the 2005 National Conference hosted by Linsco/Private Ledger (LPL), the nationís number one independent broker/dealer. The conference, held in San Diego, is the largest national conference for independent investment professionals. Nearly 5000 individuals from around the country assembled for the opportunity to learn new skills, expand their knowledge in numerous product areas and to network with peers and industry experts. They also heard from influential speakers and authors Gen. Colin L. Powell, USA (Ret.), Tom Morris and Rosabeth Moss Kanter. At the conference, Wealth Management Midwest, LLC was recognized for providing exceptional client service and ranked in the top 8 percent of LPLís more than 6000 investment professionals. LPL is again the nationís number one independent brokerage firm for 10 years in a row. LPL Financial Advisors help individual and institutional investors meet their financial goals by managing and investing more than $100 billion for clients annually.


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Forest Lake Times
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