Isaac Stangl

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → Present
  Dupaco Community Credit Union
  Dubuque, IA
• 10/2023 → 06/2024
  Dupaco Ccu
  Dubuque, IA
• 01/2023 → 09/2023
  Anytime Fintess
  Platteville, WI
• 08/2021 → 01/2023
  Dupaco Ccu
  Galena, IL
• 12/2020 → 08/2021
  Jo Daviess County Sheriffs Office
  Galena, IL
• 06/2017 → 12/2020
  City Of Galena
  Galena, IL
• 08/2016 → 05/2020
  Galena Unit School District #120
  Galena, IL
• 06/2024 → Present
  Lpl Financial Llc
  Dubuquei, IA

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Dupaco Financial Services - Inv Rel - At Reported Business Location (s) - Start Date : 04/2026 2. 04/2026 - Galena Area EMS - Outside/W-2 Employment - Not Inv Related - 25 Hour(s)/Month - 0 Hour(s) During Trading - Galena, IL, 61036 - OBA Start Date: 11/14/2019

Exams

• S66 Uniform Combined State Law Examination
  2026-07-30