LNB Financial LLC

LNB Financial LLC is a fee-only investment adviser registered with the securities regulator of Wisconsin, with a mailing address in Casco, Wisconsin (its office is a private residence, so the street address is not published). On its latest Form ADV, filed May 22, 2026, it reports $37M in regulatory assets under management, 131 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Wisconsin
Firm CRD number	338173
Office	Casco, WI (mailing address; office not published)
Phone	(920) 255-5177
Website	lnb-financial.com
Regulatory assets under management	$37M
Individual clients	124 non-high-net-worth, 7 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	May 22, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

• Little Suamico 1 firm
• Green Bay 6 firms
• De Pere 1 firm
• Two Rivers 1 firm
• Hobart 1 firm