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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-14 |
Branch Locations
600 Highway 169 Suite 1000, St Louis Park, MN 55426 • United States
5 North River Street, Cook, MN 55723 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Kajala Cabin Rental | Cook | MN | 04/2015 | 11/2024 |
| Waddell & Reed, Inc | Bloomington | MN | 08/2015 | 08/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Cook | MN | 08/2015 | 08/2018 |
| Pruco Securities, Llc. | Cook | MN | 08/2018 | 11/2024 |
| Prudential Insurance Company Of America | Cook | MN | 08/2018 | Present |
| Lpl Enterprise, Llc | Cook | MN | 11/2024 | Present |
1) 11/04/2024 - Virgie Hegg Hospice Foundation - I am the Chair of Virgie Hegg Hospice Foundation. I am a board member but not a financial signer for this organization - Non-Profit Board Member - Inv Related - At Cook, MN - Start Date 10/28/2024 - 3hrs/mth - 0hr/mth during trading 2) 11/04/2024 - Cook Lions Club - I am the club president. I am not a signer for financial accounts - Non-Profit Board Member - Inv Related - At Cook, MN - Start Date 07/01/2020 - 10hrs/mth - 0hr/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-19 |
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