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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| MN | RA | APPROVED | 2026-01-06 |
Branch Locations
5270 W 84Th St Suite 310, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Capital Advisory Group Llc | Bloomington | MN | 04/2010 | Present |
| The Capital Advisory Group Advisory Services, Llc | Bloomington | MN | 04/2011 | 01/2026 |
| United Planners Financial Services | Scottsdale | AZ | 06/2016 | 01/2026 |
| P&M Partnership | Bloomington | MN | 05/2008 | 01/2019 |
| Bloomington Professional Building | Bloomington | MN | 01/2008 | Present |
| Machtig & Associates Insurance Services Llc | Bloomington | MN | 01/2008 | Present |
| Foreman And Airhart | Bloomington | MN | 01/1990 | Present |
| Foreman Financial Services | Bloomington | MN | 01/1994 | Present |
| First Minnesota Bank Board Of Directors | Minneapolis | MN | 09/2017 | 08/2019 |
| Lpl Financial Llc | Bloomington | MN | 01/2026 | Present |
1) 2026-01-06 - Machtig & Associates Insurance Services - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2025-11-17 - 1hrs/mth - 1hrs/mth during trading 2) 2026-01-06 - Foreman and Airhart - Tax Prep/Accounting/CPA - Y - Minneapolis MN - 2025-11-05 - 100hrs/mth - 4hrs/mth during trading 3) 2026-01-06 - Bloomington Professional Building - Real Estate Rental - Y - Minneapolis MN - 2025-10-29 - 1hrs/mth - 1hrs/mth during trading 4) 2026-01-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Capital Advisory Group LLC. - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-10-29 - 5hrs/mth - 5hrs/mth during trading 5) 2026-01-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Foreman Financial Services - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-10-29 - 10hrs/mth - 10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-31 |
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