Best Investors Account Sign in
Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-06-03
  • MN RA
    APPROVED
    Since 2025-06-03

Branch Locations

8500 Normandale Lk Blvd #970, Bloomington, MN 55437 • 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
Your Simple Recipe, Llc Leander TX 10/2015 01/2017
Aurochs Financial Group Wayzata MN 02/2017 07/2020
Intriq, Llc St. Michael MN 10/2019 03/2024
Origin Financial San Francisco CA 04/2022 02/2024
Olson Wealth Group Bloomington MN 04/2024 Present
Lpl Financial Bloomington MN 04/2024 Present
  • 10/2015 → 01/2017
    Your Simple Recipe, Llc
    Leander, TX
  • 02/2017 → 07/2020
    Aurochs Financial Group
    Wayzata, MN
  • 10/2019 → 03/2024
    Intriq, Llc
    St. Michael, MN
  • 04/2022 → 02/2024
    Origin Financial
    San Francisco, CA
  • 04/2024 → Present
    Olson Wealth Group
    Bloomington, MN
  • 04/2024 → Present
    Lpl Financial
    Bloomington, MN
Previous Registrations
  • 2022-04-13 → 2024-02-13
    Sarasota, FL
    Saint Michael, MN
  • 2017-02-08 → 2020-07-30
    Aurochs Financial Group, Llc
    Wayzata, MN
  • 2016-01-05 → 2017-01-19
    Your Simple Recipe
    St. Michael, MN
  • 2013-08-14 → 2015-11-17
    Aurochs Financial Group, Llc
    Wayzata, MN
Other Businesses

1)12/20/2024 - Olson Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/20/2024 - Notary - State of MN - Inv Rel - Start: 04/2024 - 1 Hr/Mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-02
  • S66 Uniform Combined State Law Examination
    2025-06-02
Designations
Other Names
  • Krista Joy Zachman
  • Krista Joy Winograd

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor