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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-06-30 |
Branch Locations
1645 Commerce Dr, Marquette, MI 49855 • United States
1411 N. 4Th Street, Ste. 103, Tomahawk, WI 54487 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2009 | 06/2020 |
| Wealth Strategy Group | Marquette | MI | 01/2009 | Present |
| Lpl Financial, Llc | Marquette | MI | 06/2020 | Present |
1.06/30/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Strategy Group, LLC /; Investment Related; at Reported Business Location(s); Start Date 06/30/2020; hrs/mth; hrs during trading 2.05/18/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Route2Retire / none; Investment Related; at Reported Business Location(s); Start Date 05/17/2021; 10hrs/mth; 1hrs during trading 3.05/18/2026; The BOSS Book; Author; Investment Related; Marquette,MI; Start Date 05/11/2026; 20hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-30 |
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