Erin Marie Freund

Current Employers

Employment History

• 08/2016 → 10/2024
  Principal Securities Inc
  Walnut, IA
• 08/2016 → Present
  Principal Life Insurance Company
  Walnut, IA
• 10/2024 → Present
  Lpl Financial Llc
  Atlantic, IA

Previous Registrations

• 2016-09-12 → 2024-10-28
  Principal Securities, Inc.
  Atlantic, IA
  Walnut, IA
  West Des Moines, IA
  Walnut, IA
  Shenandoah, IA
  Atlantic, IA
• 2014-12-16 → 2016-06-08
  Wells Fargo Clearing Services, Llc
  Urbandale, IA
  West Des Moines, IA
• 2007-08-22 → 2014-12-05
  Principal Securities, Inc.
  Des Moines, IA
• 2006-05-30 → 2007-08-07
  Wells Fargo Investments, Llc
  West Des Moines, IA
  West Des Moines, IA

Other Businesses

1- 10/2024 / Erin Freund / Non-Variable Insurance / Investment Related / 2 hrs mth / 2 hrs during trading / Atlantic, IA / Start date: 09/01/2016 2- 10/2024 / OakPoint Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 3- 10/2024 / Chris & Erin Freund Family Trust / Real Estate Rental / Investment Related / Walnut, IA / Start date: 11/28/2015 4- 10/22/2024 - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/08/2024 - 160 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 09/26/2025-OakPoint Wealth Management, LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 01/01/2019- 120 Hours Per Month- 100 Hours During Trading 6. 01/26/2026 - C&H Property Holdings, LLC - Real Estate Rental - Owner - Investment Related - Atlantic, IA - Start Date 04/01/2026 - 0 hours per month/ during trading 7. 01/26/2026 - Louise A Temeyer Irrevocable Trust - Act in a Fiduciary Capacity - Not Investment Related - Atlantic, IA - Start Date 07/14/2025 - 10 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2006-05-26

Designations

Other Names

• Erin Marie Temeyer