Lon W. Broske, CFS

Lon W. Broske, CFS

Phone: 314-576-6767 ext 107
Fax: 314-432-3667

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"My mission is to develop and maintain long term personal relationships, built on extraordinary service, professional expertise and trust.  I help my clients achieve their dreams and aspirations through careful planning, emotional discipline and investment diversification."

I am a Senior Partner with Pines Wealth Management, LLC. My practice is centered on my clients, and their needs.  I establish strategies based on individual analysis, and future goals and objectives.  Multitudes of different investments are utilized for each client.  Each client receives an individual portfolio breakdown, containing detailed risk analysis, and future potential.

I provide my clients with personalized investment, insurance, and retirement and estate planning advice.  My clients include retirees, corporate executives and business owners.  I have been in practice since 1993.  My passion is working for and advising my clients.  This is why I was chosen as a FIVE STAR:Best in Client SatisfactionSM and a Reuters AdvicePoint Top Advisor for 2008.  To that end, my education is important to me.  I have a bachelor's degree from Eastern Illinois University and have completed the Certified Financial Planning Program through the College for Financial Planning.  I have a Certified Funds Specialist degree from the Institute of Business Finance.  In addition, I am registered with the Series 7,6,63 and 65.  I will continue to improve my advice by keeping up with today's current trends in financial planning.

I have previously taught Maryville University's Department of Continuing Education Financial Planning Course.  In addition, I have also conducted seminars for many local, as well as national companies, including Brady Distributing, Swinerton Corporation, Varian Medical Supplies and Ford Motor Corp.

I have been married to Kerry since 1994.  We have three children, Alec, Abigail and Allyse.  They are the pride and joy of our lives.  Kerry and I met in college, and we currently live in Columbia, IL.  I am actively involved with my community, as I coach two youth teams and serve on my Church Finance Council, including oversight of the finances of the new church we are building.  In addition, I spend time volunteering for the Knights of Columbus.


Background and Education

  •  FIVE STAR: Best in Client SatisfactionSM 2008, 2009, 2010 & 2011  *
  •  Reuters AdvicePoint Top Advisor 2008
  •  Series 6, 63, 7, 65
  •  College for Financial Planning, graduate 1997
  •  Institute of Business and Finance, CFS designation 1996
  •  Bachelor of Science, Eastern Illinois University 1990
  •  Financial Planning Association, Active member

 

 

* FIVE STAR Best in Client SatisfactionSM is presented to 7% of wealth managers with at least five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch

Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.