Denmark State Bank has a professional alliance with LPL Financial, one of the leaders in the financial services industry and a firm that is dedicated to helping individuals attain their long-term lifestyle goals.
Financial Services include:
- Asset Allocation
- College, Estate and Financial Planning
- Financial Reviews
- Retirement Plans
Investment Services and Products include:
- Exchange Traded Funds (ETF)
- Life Insurance and Long Term Care Insurance
- Mutual Funds
- Stocks and Bonds
- Advisory Platforms
- Model Wealth Portfolios (MWP)
- Optimum Market Portfolios (OMP)
- Strategic Asset Management (SAM)
Steve Merline, as a LPL Financial Advisor with Denmark Financial Services and LPL Financial, Steve works comprehensively with his clients as their trusted financial partner to build, preserve, and transfer their wealth through a long-term, one-on-one relationship.
Steve is a graduate of the University of Wisconsin Oshkosh where he received a Bachelor of Science degree in Economics with a Business minor. Steve has been in the financial services industry for over 7 years. He holds Series 7 & 66 registrations through LPL Financial as well as life and health insurance licenses.
In addition to building personalized investment portfolios, Steve also focuses on retirement and insurance planning with his clients.
In his spare time, Steve enjoys spending quality time with his wife Sarah, their three daughters and the family’s yellow lab Piper. He also enjoys many outdoor activities including hiking, running, finding a beach in the summer, and cheering on the Green Bay Packers.
To contact Steve, call 920-863-1075 or email him at Steve.Merline@LPL.com
Tim Blattner is an LPL Financial Advisor with Denmark Financial Services. He prides himself on providing families, business owners and their employee’s high level financial service by identifying each client’s unique needs and providing strategies by utilizing the latest cutting edge technology in the financial advice industry. His mission is to be a lifetime resource for each and every client. He works closely with individuals and small business owners, offering them comprehensive financial planning and investment services.
With more than 14 years of experience in the financial services industry, Tim has guided clients through numerous market cycles and prior to joining Denmark Financial Services; he spent the last eight years with MetLife/MassMutual in De Pere.
Tim is a graduate from the University-Wisconsin Whitewater and received a Bachelor of Business Administration degree in Finance with an emphasis on Financial Planning. He currently holds series 7, 63 and 65 registrations with LPL Financial as well as life and health insurance licenses.
Tim, his wife Heidi, and their two young daughters live on the east side of Green Bay. His hobbies include playing softball, golf, hiking, and spending time with his family. He also enjoys volunteering at the church he attends.
To contact Tim, call 920-863-1026 or email him at Timothy.Blattner@LPL.com
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Annuity/insurance licensed in Wisconsin and Illinois and Series 7 Securities Licensed in Wisconsin and Illinois.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Denmark State Bank deposits and are not FDIC insured. These products are not obligations of the Denmark State Bank and are not endorsed, recommended or guaranteed by Denmark State Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Denmark State Bank is not a registered broker/dealer and is not affiliated with LPL Financial.