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Timothy James Valento

LPl Financial LLC

Little Canada, MN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-05-07
TX RA APPROVED 2025-05-07
  • MN RA
    APPROVED
    Since 2025-05-07
  • TX RA
    APPROVED
    Since 2025-05-07

Branch Locations

2880 Middle St Suite 200, Little Canada, MN 55117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. Little Canada MN 03/1992 05/2025
Financial Dimensions Group, Inc. Little Canada MN 09/2001 11/2024
Lpl Financial Llc Little Canada MN 05/2025 Present
  • 03/1992 → 05/2025
    Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
    Little Canada, MN
  • 09/2001 → 11/2024
    Financial Dimensions Group, Inc.
    Little Canada, MN
  • 05/2025 → Present
    Lpl Financial Llc
    Little Canada, MN
Previous Registrations
  • 2023-12-12 → 2025-05-09
    Osaic Wealth, Inc.
    Little Canada, MN
    St. Paul, MN
  • 2013-12-16 → 2024-11-01
    Financial Dimensions Group, Inc.
    Little Canada, MN
  • 2007-06-27 → 2012-12-31
    Financial Dimensions Group, Inc.
    Little Canada, MN
Other Businesses

1)04/03/2025 - VP Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-08-29
  • S63 Uniform Securities Agent State Law Examination
    1989-08-29
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
GREATER MIDWEST FINANCIAL GROUP, LLC
GUIDE FINANCIAL PLANNING
OSAIC WEALTH, INC.
EDWARD JONES
PITZL FINANCIAL

Other Investors

MITCHELL PAUL PIERSON
NICHOLAS PIERSON VALENTO
TIM JEFFREY WALSTROM
RORY ALBERIC CARDINAL
ZACHARY TURCOTTE
JEFFREY TERRY BERGERSON
JACOB MICHAEL KOGLER
Donald Rolland Schroeder

Other Offices

LPL FINANCIAL LLC · Little Canada, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Little Canada, MN
EQUITABLE ADVISORS, LLC · LITTLE CANADA, MN
CETERA INVESTMENT ADVISERS LLC · ST PAUL, MN
GREATER MIDWEST FINANCIAL GROUP, LLC · SAINT PAUL, MN
CETERA INVESTMENT ADVISERS LLC · SAINT PAUL, MN
GUIDE FINANCIAL PLANNING · SHOREVIEW, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Roseville, MN

More in Little Canada, MN

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