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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
Klein Bank 1407 Vierling Drive, Shakopee, MN 55379 • United States
Klein Bank 14141 Glendale Road, Savage, MN 55378 • United States
301 N Chestnut Street, Chaska, MN 55318 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old National Bank(Fka: Kleinbank Bank;1St National Bankofchaska) | Chaska | MN | 03/1998 | Present |
| Lpl Financial, Llc | Chaska | MN | 12/2000 | Present |
1. 02/12/2024 - Old National Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 10/19/2023 - 2 Hours Per Month/ During Securities Trading 2. 04/02/2025- Old National Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-08 |
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