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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-16
  • MN RA
    APPROVED
    Since 2026-06-16

Branch Locations

1715 County Road B2 West, Roseville, MN 55113 • United States

1715 County Road B2 West, Roseville, MN 55113 • United States

4600 White Bear Lake Pkwy, White Bear Lake, MN 55110 • 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
Dougherty & Company Llc Minneapolis MN 07/2016 01/2017
Cuna Mutual Group Waverly IA 03/2018 03/2021
Cuna Brokerage Services, Inc. Waverly IA 03/2018 03/2021
Unemployed St. Louis Park MN 02/2017 02/2018
Associated Investment Services, Inc. Green Bay WI 05/2021 06/2026
Old National Bank Roseville MN 06/2026 Present
Lpl Financial Roseville MN 06/2026 Present
  • 07/2016 → 01/2017
    Dougherty & Company Llc
    Minneapolis, MN
  • 03/2018 → 03/2021
    Cuna Mutual Group
    Waverly, IA
  • 03/2018 → 03/2021
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 02/2017 → 02/2018
    Unemployed
    St. Louis Park, MN
  • 05/2021 → 06/2026
    Green Bay, WI
  • 06/2026 → Present
    Old National Bank
    Roseville, MN
  • 06/2026 → Present
    Lpl Financial
    Roseville, MN
Previous Registrations
Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date: 06/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-28
S63 Uniform Securities Agent State Law Examination 2003-05-12
  • S65 Uniform Investment Adviser Law Examination
    2009-09-28
  • S63 Uniform Securities Agent State Law Examination
    2003-05-12
Other Names
  • Neil Bonneson
  • Neil Adam Bonneson
  • Neil A Bonneson

View on SEC IAPD

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