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Mackenzie Ann Bridgeland

LPl Financial LLC

Milwaukee, WI

Muskego, WI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-08-31
  • WI RA
    APPROVED
    Since 2021-08-31

Branch Locations

790 N Water St Floor 11, Milwaukee, WI 53202 • United States

Muskego, WI • 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
Bmo Harris Financial Advisors Milwaukee WI 11/2013 05/2021
Teachers On Call Bloomington MN 05/2021 06/2021
Bmo Harris Bank Milwaukee WI 08/2021 Present
Lpl Financial Llc Milwaukee WI 08/2021 Present
  • 11/2013 → 05/2021
    Bmo Harris Financial Advisors
    Milwaukee, WI
  • 05/2021 → 06/2021
    Teachers On Call
    Bloomington, MN
  • 08/2021 → Present
    Bmo Harris Bank
    Milwaukee, WI
  • 08/2021 → Present
    Lpl Financial Llc
    Milwaukee, WI
Previous Registrations
  • 2014-01-28 → 2021-05-04
    Bmo Harris Financial Advisors, Inc.
    Milwaukee, WI
    Milwaukee, WI
    Chicago, IL
  • 2012-08-01 → 2013-08-28
    Bmo Harris Financial Advisors, Inc.
    Brookfield, WI
  • 2005-09-15 → 2012-08-01
    M&I Financial Advisors, Inc
    Brookfield, WI
    Milwaukee, WI
  • 2010-04-07 → 2012-04-18
    M&I Investment Management Corp.
    Milwaukee, WI
Other Businesses

1) 8/2021- BMO Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-20
S63 Uniform Securities Agent State Law Examination 2002-07-24
  • S65 Uniform Investment Adviser Law Examination
    2005-09-20
  • S63 Uniform Securities Agent State Law Examination
    2002-07-24
Other Names
  • Mackenzie Ann Ellis

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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