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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-04-04 |
Branch Locations
8055 O Street, Ste #110, Lincoln, NE 68510-2565 • United States
2535 Carleton Ave Ste B, Grand Island, NE 68803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services Inc | Grand Island | NE | 02/2011 | 05/2024 |
| Schroeder & Schreiner, P.C. | Grand Island | NE | 11/1991 | Present |
| Lpl Financial Llc | Grand Island | NE | 04/2025 | Present |
1 - 02/2025 - Village at Skyline Pines Group, LLC - Business Owner - Not Inv Related - 5 Hours/Month - 1 Hour During Trading - SD 57701 - OBA Start Date: 07/01/2017. 2 - 02/2025 - 2535 B LLC - Real Estate Rental - Inv Related - 5 Hours/Month - NE 68803 - OBA Start Date: 11/01/1995. 3 - 02/2025 - Xtragrow LLC - Other- Business Owner - Not Inv Related - 2 Hours/Month - 0.5 Hours During Trading - TX 75077 - OBA Start Date: 01/01/2016. 4 - 02/2025 - SBJLLA, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - NE 68803 - OBA Start Date: 01/01/2016. 5 - 02/2025 - Whispering Winds Cottage, LLC - Business Owner - Not Inv Related - 5 Hours/Month - 0.5 Hours During Trading - NE 68310 - OBA Start Date: 07/01/2016. 6 - 02/2025 - Schroeder & Schreiner, P.C. - Professional Corporation Tax Prep/Accounting/CPA - Inv Related - 60 Hours/Month - 3 Hours During Trading - NE 68803 - OBA Start Date: 11/01/1991. 7 - 02/2025 - Quality Senior Villages, Inc - Business Owner - Not Inv Related - 5 Hours/Month - NE 68822 - OBA Start Date: 07/01/2014. 8 - 02/2025 - Frank Financial Concepts INC - DBA for LPL Business (entity for LPL business) - Inv Related - 4 Hours/Month - 0.5 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-08 |
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