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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2011-01-05 |
| NE | RA | APPROVED | 2003-05-19 |
Branch Locations
Breckenridge, CO • United States
2254 26Th Avenue, Columbus, NE 68601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Columbus | NE | 05/2003 | Present |
1. 7/8/2010: NON-VARIABLE INSURANCE - I WILL BE WORKING WITH MARLENE LUND A SENIOR CARE SPECIALIST OFFERING MY CLIENTS LTC THROUGH METLIFE. MARLENE IS AN EXPERT IN THIS FIELD AND I FEEL AS THOUGH MY CLIENTS WILL BENEFIT FROM HER KNOWLEGE. I WILL BE SHARING COMMISSIONS WITH MARLENE LUND. - TIME SPENT 1% - COLUMBUS, NE. 2. 09/20/2012 - Schaecher Prokopec Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 10/02/2013 - SCHAECHER COMPREHENSIVE WEALTH MANAGEMENT - FOR ACCOUNTING PURPOSES ONLY - I USE THIS FOR ACCOUNTING PURPOSES ONLY - 1% OF TIME SPENT 4. 01/28/2015 - SCHAECHER BEREND WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 15514 Spaulding Plaza, Suite #102, Omaha, NE 68116 - TIME SPENT 25 HOURS PER MONTH - COLUMBUS, NE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-07 |
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