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Brian James Maciejewski

LPl Financial LLC

Shawano, WI

Abrams, 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 2022-08-29
  • WI RA
    APPROVED
    Since 2022-08-29

Branch Locations

101 N Main St, Shawano, WI 54166 • United States

Abrams, 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
Community First Credit Union Appletown WI 05/2015 07/2020
Cuso Financial Services, Lp San Diego CA 05/2015 07/2020
Ameriprise Financial Services Llc Green Bay WI 07/2020 06/2021
Associated Investment Services, Inc. Green Bay WI 06/2021 08/2022
Lpl Financial Llc Shawano WI 08/2022 Present
Bmo Harris Bank Shawano WI 08/2022 Present
Previous Registrations
  • 2021-07-01 → 2022-08-30
    Associated Investment Services, Inc.
    Sturgeon Bay, WI
    Manitowoc, WI
    Algoma, WI
  • 2020-07-31 → 2021-06-18
    Ameriprise Financial Services, Llc
    Green Bay, WI
  • 2015-05-22 → 2020-07-31
    Cuso Financial Services, L.P.
    Appleton, WI
    Green Bay, WI
    Nichols, WI
    Two Rivers, WI
    Manitowoc, WI
    De Pere, WI
    Green Bay, WI
  • 2011-03-11 → 2015-05-19
    Lpl Financial Llc
    Suamico, WI
    Pulaski, WI
    Suring, WI
    Townsend, WI
    Marinette, WI
    Oconto, WI
    Green Bay, WI
    Green Bay, WI
    Calumet, MI
    Lanse, MI
    Tomahawk, WI
    Superior, WI
    Ironwood, MI
    Minocqua, WI
    Houghton, MI
    Manitowish Waters, WI
    Hancock, MI
    Boulder Junction, WI
    Antigo, WI
    Clear Lake, WI
    Green Bay, WI
    De Pere, WI
    Amherst, WI
    Antigo, WI
    Stevens Point, WI
    Lena, WI
    Tomahawk, WI
    Superior, WI
    Fennimore, WI
    Jefferson, WI
    Fennimore, WI
    Elkhorn, WI
    East Troy, WI
    Menomonee Falls, WI
    Ironwood, MI
    Manitowish Waters, WI
    Superior, WI
    Tomahawk, WI
    Boulder Junction, WI
    Minocqua, WI
    Antigo, WI
  • 2009-09-14 → 2011-03-14
    Thrivent Investment Management Inc.
    Appleton, WI
    Green Bay, WI
  • 2004-12-08 → 2009-08-03
    Ameriprise Financial Services, Llc
    Green Bay, WI
    Green Bay, WI
Other Businesses

1) 8/2022- BMO Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-11
S63 Uniform Securities Agent State Law Examination 2002-09-26
  • S66 Uniform Combined State Law Examination
    2009-09-11
  • S63 Uniform Securities Agent State Law Examination
    2002-09-26

View on SEC IAPD

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ASSOCIATED INVESTMENT SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
TRUSTMONT ADVISORY GROUP, INC.
OSAIC WEALTH, INC.

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Jonathan Reid Aumann
RONALD JOSEPH SCANLAN
KYLE LEE KLOTZBUECHER
Jason Allen Richel
Scott Stuart Ciullo
Michael Pruett Rudolf

Other Offices

EDWARD JONES · SHAWANO, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Shawano, WI
KERBERROSE WEALTH MANAGEMENT, LLC · SHAWANO, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Shawano, WI
ASSOCIATED INVESTMENT SERVICES, INC. · Shawano, WI
EDWARD JONES · SHAWANO, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Shawano, WI
EDWARD JONES · SHAWANO, WI

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