Allison Marjorie Bakke

Current Employers

Employment History

• 05/2003 → 02/2020
  Waddell & Reed
  Sioux Falls, SD
• 02/2020 → 07/2021
  Waddell & Reed, Inc
  Sioux Falls, SD
• 02/2020 → 07/2021
  Mary Mastick
  Sioux Falls, SD
• 02/2020 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Renner, SD
• 04/2014 → 07/2021
  Dale & Judith Winter Land Trust - Farmland
  Renner, SD
• 07/2021 → Present
  Lpl Financial Llc
  Sioux Falls, SD

Previous Registrations

• 2020-08-10 → 2021-07-21
  Waddell & Reed
  Sioux Falls, SD
  Savage, MN
• 2003-08-19 → 2010-09-27
  Waddell & Reed
  Sioux Falls, SD
  Sioux Falls, SD

Other Businesses

1 )7/2021- Wealth Planning Strategies Group- DBA for LPL Business (entity for LPL business)- inv. related- Sioux Falls, SD 2) 7/2021- Dale & Judith Winter Land Trust- Act in a Fiduciary Capacity- inv. related- Renner, SD- 1hr/mth 3) 3/28/2023 - Bakke Financial Planning Services, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 03/07/2023 - 1 Hours Per Month/0 Hours During Securities Trading 4) 06/10/2026 - Crump - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/09/2026 - 5 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-08-03
• S65 Uniform Investment Adviser Law Examination
  2003-08-13
• S63 Uniform Securities Agent State Law Examination
  2003-07-01

Other Names

• Allison Marjorie Winter
• Allison Marjorie Bakke