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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-04 |
| WI | RA | APPROVED | 2026-03-20 |
Branch Locations
7501 W. North Avenue, Wauwatosa, WI 53213 • United States
15450 W National Avenue, New Berlin, WI 53213 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors, Inc. | Milwaukee | WI | 08/2012 | 11/2018 |
| Bmo Harris Financial Advisors, Inc. | Wauawatosa | WI | 11/2018 | 03/2021 |
| Lpl Financial Llc | Wauwatosa | WI | 03/2021 | 11/2025 |
| Bmo Harris Bank | Wauwatosa | WI | 08/2012 | Present |
| Lpl Financial Llc | Wauwatosa | WI | 03/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Investment Related - At Reported Business Location(s) - Start Date: 03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-23 |
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