Garbarino, Kalka, and Hollenbeck Honored as Three of LPL Financial’s Top Financial Advisors

By Mueller Financial Services, February 11, 2022

Firm News


Elgin, IL — February 11, 2022 — Susan Garbarino, CERTIFIED FINANCIAL PLANNER®,  professional, an independent LPL Financial Wealth Advisor at Mueller Financial Services, Inc., has announced her inclusion in LPL’s Chairman’s Club for two consecutive years. This elite award is presented to less than 4% of the firm’s more than 19,000 financial advisors nationwide*.

Additional Wealth Advisors, Brent Kalka, CERTIFIED FINANCIAL PLANNER®,  professional, AIF®, and Brennan Hollenbeck, AIF®, have also announced their inclusion in LPL’s Patriot’s Club. This elite award is presented to less than 7% of the firm’s more than 19,000 financial advisors nationwide*.

“I congratulate Sue, Brent, and Brennan on behalf of LPL,” said Angela Xavier, LPL Executive Vice President, Independent Advisor Services. “We are inspired by their dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support them with robust resources, integrated capabilities and differentiated service experiences designed to help them run a thriving practice. We wish Sue, Brent, Brennan, and their entire team continued success as they create meaningful impact in the lives of their clients in the years ahead.”

Mueller Financial Services is based in the Chicago Metropolitan Area and Sarasota, where Sue, Brent, and Brennan provide a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, and annuities.

Sue, Brent, and Brennan are 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.

Susan Garbarino, CERTIFIED FINANCIAL PLANNER®, professional
Principal / Wealth Advisor

Brent Kalka, CERTIFIED FINANCIAL PLANNER® professional, AIF®
Shareholder / Wealth Advisor

Brennan Hollenbeck, AIF®
Vice President / Wealth Advisor

About Mueller Financial Services:
Mueller Financial Services is a financial advisory firm that has served clients for 30 years, expanding its guidance from the regional to the national level through growth and acquisitions. We offer a broad range of services for corporations, business owners, executives, and independent professionals. Through ongoing education, sound investment strategies, and a strong sense of teamwork, we enter into a dynamic partnership with every client to best guide their financial investment and insurance planning needs.
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 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.

Related Insights

2022 A Year in Review

December 28, 2022

2022 A Year in Review

ShareA Message from Our President I have had the pleasure of being President of Mueller Financial Services this past year, …

Read More navigate_next
Mueller Financial Services Is Relocating Their Sarasota Office

November 22, 2022

Mueller Financial Services Is Relocating Their Sarasota Office

ShareOur Sarasota Office Is Moving! Mueller Financial Services is pleased to announce the opening of our newly relocated Sarasota office, …

Read More navigate_next