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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-06 |
| CA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
415 4Th Ave, Havre, MT 59501 • United States
100 N 27Th St #600E, Billings, MT 59101 • United States
300 Central Ave, Ste 400, Great Falls, MT 59401 • United States
300 Central Ave, Ste 400, Great Falls, MT 59401 • United States
415 4Th Ave, Havre, MT 59501 • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Havre | MT | 06/1997 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Havre | MT | 09/1997 | 07/2021 |
| Wk Fladager Farms | Peerless | MT | 06/2003 | 07/2021 |
| Bee & Me Enterprises, Inc. | Havre | MT | 01/2007 | 07/2021 |
| High Plains Team Llc | Great Falls | MT | 05/2015 | 07/2021 |
| Msu-Northern Alumni Foundation | Havre | MT | 10/2015 | 07/2021 |
| Msu Northern Alumni Foundation | Havre | MT | 10/2015 | 07/2021 |
| Lpl Financial Llc | Havre | MT | 07/2021 | Present |
1) 1997 - Crump / WILLARD FLADAGER / Non-Variable Insurance / INVESTEMENT RELATED / 0HR / MO / 4135 N Front St, Harrisburg, PA 17110 2) 2004 - Willard K Fladager / Real Estate Rental / RAW FARM LAND - NO STREET ADDRESS RENTED PARCEL / INVESTEMENT RELATED / 0 HR / MO / 2010 10th Ave, Havre , MT, 59501 3) 9/2019 - High Plains Wealth Management Group / DBA for LPL Business (entity for LPL business) / INVESTEMENT RELATED / 0 HR / MO / 300 Central Ave, Suite 400 Great Falls MT 59401 4) 5/2015 - HIGH PLAINS TEAM, LLC / Business Entity For Tax/Investment Purposes Only / NOT INVESTEMENT RELATED / 0 HR / MO / 621 3rd Ave N, Great falls, MT 59401 5) 09/21/2022 - Bee & Me Enterprises - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Owner - Start Date - 06/01/2004 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-17 |
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