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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Lincoln | NE | 12/2010 | 06/2023 |
| Berthel Fisher & Company Planning, Inc. | Lincoln | NE | 08/2016 | 06/2023 |
| Lpl Financial Llc | Lincoln | NE | 06/2023 | Present |
1) 06/02/2023 - Midwest Choice Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 130 Hours per month - Start date: 06/06/2023. 2) 06/02/2023 - Cory Hoagstrom - Non-Variable Insurance - Selling: Life, Health, Disability, Long Term Care, Fixed Annuities - NE 68505 - Investment related - 32 Hours per month - Start date: 06/06/2023. 3) 06/02/2023 - HOAGSTROM FINANCIAL SERVICES INC. - Business Entity For Tax/Investment Purposes Only - Non investment related - 130 Hours per month - Start date: 06/06/2023. 4) 06/02/2023 - CB Woodworking - Business Owner - Make furniture and nick Knacks out of wood - Non investment related - 5% time spent - Start date: 06/06/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-24 |
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