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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-18 |
| WI | RA | APPROVED | 2026-04-16 |
Branch Locations
545 Village Walk Lane, Suite C, Johnson Creek, WI 53038 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
220 Grant St, Fort Atkinson, WI 53038 • United States
545 Village Walk Lane, Suite C, Johnson Creek, WI 53038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Johnson Creek | WI | 02/2012 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 04/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | 04/2026 |
| Lpl Financial Llc | Johnson Creek | WI | 04/2026 | Present |
1. 04/2026 - Wendt Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - 200 Hour(s)/Month - 26 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/16/2026 2. 04/2026 - Wendt Financial Team - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 200 Hour(s)/Month - 26 Hour(s) During Trading - Johnson Creek, WI, 53038 - OBA Start Date: 01/10/2017 3. 04/2026 - Wendt Property Management - Real Estate Rental - Inv Related - 15 Hour(s)/Month - 1 Hour(s) During Trading - Johnson Creek, WI, 53038 - OBA Start Date: 10/12/2012 4. 04/2026 - Ash Brokerage, LLC - Non-Variable Insurance - Inv Related - 4 Hour(s)/Month - 4 Hour(s) During Trading - Fort Wayne, WI, 46802 - OBA Start Date: 08/23/2018 5. 04/2026 - National Guardain Life Insurance Company - Non-Variable Insurance - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Madison, WI, 53703 - OBA Start Date: 01/10/2012 6. 04/2026 - Wendt Property Brothers, LLC - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Johnson Creek, WI, 53038 - OBA Start Date: 12/09/2021 7. 04/2026 - Wendt Farm Property Management LLC - Real Estate Rental - Inv Related - 5 Hour(s)/Month - 1 Hour(s) During Trading - JOHNSON CREEK, WI 53038 - OBA Start Date: 12/16/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-31 |
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