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William Dean Misko

LPl Financial LLC

Lincoln, NE

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-10-03
TX RA APPROVED_RES 2022-10-03
  • NE RA
    APPROVED
    Since 2022-10-03
  • TX RA
    APPROVED_RES
    Since 2022-10-03

Branch Locations

4827 Pioneers Blvd Ste B, Lincoln, NE 68506 • 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
Vsr Financial Services, Inc. Overland Park KS 06/2003 09/2016
Vsr Advisory Services, Inc. Overland Park KS 08/2007 09/2016
Bkt Management Company Lincoln NE 05/2008 09/2022
Valco, Inc. Comstock NE 04/2007 09/2022
Summit Development Company Lincoln NE 11/2003 Present
Summit Brokerage Services, Inc. Lincoln NE 09/2016 11/2016
Summit Financial Group Inc Boca Raton FL 09/2016 11/2016
Securities America, Inc. Lincoln NE 11/2016 09/2022
Wealthplan Partners Lincoln NE 11/2016 09/2022
Lpl Financial Llc Lincoln NE 09/2022 Present
  • 06/2003 → 09/2016
    Vsr Financial Services, Inc.
    Overland Park, KS
  • 08/2007 → 09/2016
    Vsr Advisory Services, Inc.
    Overland Park, KS
  • 05/2008 → 09/2022
    Bkt Management Company
    Lincoln, NE
  • 04/2007 → 09/2022
    Valco, Inc.
    Comstock, NE
  • 11/2003 → Present
    Summit Development Company
    Lincoln, NE
  • 09/2016 → 11/2016
    Summit Brokerage Services, Inc.
    Lincoln, NE
  • 09/2016 → 11/2016
    Summit Financial Group Inc
    Boca Raton, FL
  • 11/2016 → 09/2022
    Securities America, Inc.
    Lincoln, NE
  • 11/2016 → 09/2022
    Lincoln, NE
  • 09/2022 → Present
    Lincoln, NE
Previous Registrations
  • 2020-01-15 → 2022-09-30
    Omaha, NE
    Lincoln, NE
  • 2016-11-09 → 2020-07-10
    Wealthplan Partners
    Lincoln, NE
  • 2016-09-01 → 2016-11-04
    Summit Financial Group Inc
    Lincoln, NE
  • 2016-09-08 → 2016-11-02
    Vsr Financial Services, Inc.
    Overland Park, KS
    Lincoln, NE
  • 2004-03-05 → 2016-09-01
    Vsr Financial Services, Inc.
    Lincoln, NE
    Overland Park, KS
    Lincoln, NE
    Overland Park, KS
Other Businesses

1. 11/01/2013 - SUMMIT DEVELOPMENT, LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 5%/ LINCOLN, NE 2. 11/01/2003 - MASINMISKO/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ LINCOLN, NE 3. 11/01/2003 - MASINMISKO/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 10%/ LINCOLN, NE 4. 11/01/2003 - SUMMIT DEVELOPMENT, LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 5%/ 4827 PIONEERS BLVD, LINCOLN, NE 68506 5. 09/06/2024 - MasinMisko - Insurance Agency - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/03/2022 - 1 Hour Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-06
S63 Uniform Securities Agent State Law Examination 2003-10-03
  • S66 Uniform Combined State Law Examination
    2004-02-06
  • S63 Uniform Securities Agent State Law Examination
    2003-10-03
Other Names
  • Bill Misko

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