Joe Vidmar is a financial advisor with LPL Financial. Joe joined LPL in 2012 and oversees assets for both retirement and non-retirement accounts. Joe focuses on asset allocation models and managing investments under a tax sensitive, equity, fixed income and alternative investment framework. Joe utilizes LPL Financial research, as well as, outside research sources such as Morningstar, Standard & Poor’s and Valueline to develop customized portfolios aligned with clients’ investment objectives.
Prior to joining LPL Financial, Joe served as Vice President of Real Estate for Focus Hospitality Services where he helped oversee new acquisition and development projects. Prior to working at Focus, Joe worked as an analyst at Dmyterko & Wright Partners where he was responsible for financial underwriting and investment modeling on joint venture projects with private equity and high net worth clients.
Joe received his B.A. from University of Richmond in 2004. Following graduation, Joe played professional soccer.
Joe is a CFA® charterholder and a member of the CFA Society of Chicago.
Joe lives in Brookfield, Illinois with his wife and two children. He is actively involved in soccer and the local Slovenian and Ukrainian communities.