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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
8025 Eiger Dr Ste 100, Lincoln, NE 68516 • United States
Lincoln, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lincoln | NE | 07/2007 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Lincoln | NE | 10/2007 | 07/2021 |
| Loren Kampschnieder | Lincoln | NE | 01/2012 | 07/2021 |
| Kaca Corp | Lincoln | NE | 04/2015 | 07/2021 |
| 37 Wealth | Lincoln | NE | 01/2019 | 07/2021 |
| 37 Tax, Inc | Lincoln | NE | 10/2020 | 07/2021 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
1. 03/03/2015/KACA Corp/Business Entity For Tax/Investment Purposes Only/Investment Related/0 HRS/MO/Lincoln, NE 2. 08/15/2020/37 Tax, Inc/Tax Prep/Accounting/CPA/Investment Related/10 HRS/MO/Lincoln, NE 3. 07/2021/Michael Haman/37 Wealth/DBA for LPL Business (entity for LPL business)/0 HRS/MO/Lincoln, NE 4. 06/22/2022 - No Business Name - Not Investment Related - Home Based - Other - Financial Education Website - owner/founder/president/content creator - Start Date - 08/01/2022 - 10 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-10 |
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