Our Team
Spencer Butterbrodt, CFP®
Spencer Butterbrodt, CFP®, is the founder of Synergy Bound Wealth Management, dedicated to helping individuals and families make confident, informed financial decisions. A proud Wisconsin native and graduate of the University of Wisconsin–La Crosse, he has spent years developing deep expertise in retirement planning, investment strategy, tax-efficient wealth building, and risk management. His CERTIFIED FINANCIAL PLANNER™ designation reflects a commitment to the highest standards of fiduciary responsibility, ethics, and professional competence.
He founded Synergy Bound around a simple commitment: true independence, a transparent and clearly disclosed fee structure, and advice always delivered through a fiduciary lens. He believes great financial advice begins with understanding the person behind the numbers, and he invests the time to learn what truly matters to each client and family he serves.
You get one advisor who knows you, and an institution behind him.
Working with Spencer means personal, direct attention, plus the resources and capabilities of LPL Financial behind the practice. It’s the rare combination of a boutique relationship and the resources of a national firm, without the sales pressure of a big brokerage.
Independent research
Dedicated market and portfolio research teams inform the strategies behind your plan.
Technology & security
Enterprise-grade planning tools and account security protect and organize your financial life.
Trusted custody
Your assets are held and safeguarded by LPL Financial, one of the nation’s largest custodians.
Compliance oversight
Compliance oversight helps support adherence to regulatory requirements and firm policies.
Independent advice, backed by the nation’s largest independent broker-dealer.
No. 1 Independent Broker-Dealer in the U.S. based on total revenues, Financial Planning magazine 1996–2022. LPL supports over 29,000 financial advisors, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.
Work with a dedicated advisor.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.