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Global Portfolio Strategy | July 2025

Contact

StratiFi Strategic Finanical Solutions

Office: 262-372-3801

Office: 262-372-3800

Mobile: 262-853-7676

W232 N6160 Waukesha Avenue

Sussex, WI 53089

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LPL Enterprise Form CRS

Edward Newman | Florida | 4029 SE 20th Pl. #302 Cape Coral, FL 33904 | CA Insurance Lic. # 0K66098

Brandon Helleson is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with StratiFi Strategic Financial Solutions

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.