Welcome To LPL Financial Janesville

As an investment professional, I understand how overwhelming and complicated our industry can be. As a result, I truly believe in the fundamentals of investing and simple core concepts that are easy to understand. As the saying goes, there’s more than one way to skin a cat. The same is true of investing. It’s my belief that the right way is one that aims to achieve the desired result while allowing clients an opportunity to understand and believe in the process. Being successful financially is actually quite simple. It’s debt reduction and wealth accumulation. From there, we just modify the process to accommodate individual circumstances.

Mission

My goal is to empower clients to take ownership of their financials. I keep the process simple and manageable so clients can understand the position they’re in and the steps they need to take to reach their goals

The greatest part of what I do is getting to know clients and servicing them from the beginning to the end. Meeting with young people just starting off is incredibly exciting. Then there’s the gratification from helping new retirees’ transition into enjoying their retirement savings. It’s a process, and I like to think of myself as a coach just helping with navigation and cheerleading along the way.

Krista Berkley

Investment Representative