Du Lac Wealth Services
Du Lac Wealth Services is dedicated to helping you achieve your goals with thoughtful strategies and custom portfolios. Live for Today. Plan for Tomorrow. Securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC,(finra.org & sipc.org). Du Lac Wealth Services is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representative associated with this page 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 by residents of any other state.
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
7
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JM
James M. Mertens
Managing Director · General Business & Management
EmailPhone - JS
Jaunte Smith
Head of Customer Experience · Customer/Client Service
EmailPhone - GR
Garrett Railsback
Wealth Advisor Associate · Finance & Accounting
EmailPhone - KG
Kerry Goodman
Investment Advisor Representative · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Du Lac Wealth Services
4 distinct titles indexed · top 4 shown.
- 2head of customer experience
- 1investment advisor representative
- 1managing director
- 1wealth advisor associate
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