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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-10 |
Branch Locations
8201 Norman Center Dr, Ste 410, Bloomington, MN 55437 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2004 | 06/2017 |
| Lpl Financial, Llc | Durango | CO | 06/2017 | 07/2020 |
| Cornerstone Wealth Management, Llc | Durango | CO | 06/2017 | 05/2019 |
| Western Wealth Management, Llc | Durango | CO | 06/2019 | 07/2020 |
| Next Financial Group | Eden Prairie | MN | 07/2020 | 07/2025 |
| Lpl Financial Llc | Eden Prairie | MN | 07/2025 | Present |
1. 07/10/2025- Daniel Oschmann LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 12/16/2022- 1 Hour Per Month- 1 Hour During Trading 2. 07/10/2025- Capital Consulting Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/01/2020- 200 Hours Per Month- 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-30 |
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