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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-11-29 |
| TX | RA | APPROVED_RES | 2017-11-29 |
Branch Locations
309 W Walnut St, Ogden, IA 50212 • United States
1608 S Duff Ave Suite 400, Ames, IA 50010 • United States
111 N Commercial Ave, Eagle Grove, IA 50533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keith Berg | Ogden | IA | 08/2004 | Present |
| Investment Centers Of America | Ogden | IA | 10/2006 | 11/2017 |
| Lpl Financial Llc | Ogden | IA | 11/2017 | Present |
1. 11/29/2017 - GoodWealth Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor/ Co-Owner. 2. 11/29/2017 - GoodWealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor/ Co-Owner. 3. 11/29/2017 - GoodWealth Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor/ Co-Owner. 4. 11/29/2017 - GOOD ONE, LLC - Not Investment Related - 311 W Walnut St Ogden, IA 50212. PO Box 664 - Real Estate Rental - Co Owner of Office Building - Start Date 01/2015 - GOOD ONE, LLC - Ogden, IA. 5. 11/29/2017 - GoodWealth Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Fixed Insurance; Fixed, SPIA, Life Insurance, UL, Single Premium Whole life and Whole life, Health, Group Health, HSA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-21 |
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