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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Minneapolis | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 11/2016 | 07/2018 |
| Raymond James Financial Services,Inc | Saint Louis Park | MN | 07/2018 | 11/2025 |
| Bremer Bank | St Louis Park | MN | 06/2018 | 11/2025 |
| Raymond James Financial Services, Advisord | St Louis Park | MN | 07/2018 | 11/2025 |
| Bremer Investments | Saint Louis Park | MN | 06/2018 | 11/2025 |
| Old National Wealth Advisors | St. Louis Park | MN | 11/2025 | Present |
| Old National Bank | St. Louis Park | MN | 11/2025 | Present |
| Lpl Financial, Llc | St. Louis Park | MN | 11/2025 | Present |
1. 09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location (s) - Start Date: 09/2025 2. 09/2025 - Old National Bank Employee Referral Program - Financial Institution Duty - Investment Related - 20 Hour(s)/Month - 1 Hour(s) During Trading - Louis Park, MN. 55426 - OBA Start Date: 11/07/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-05-19 |
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