Jodi Kay Gibson

Current Employers

Employment History

• 08/2012 → 04/2023
  Bridge Investment Group Ltd. Dba Bridge Investment Group
  Hudson, WI
• 09/2014 → 06/2021
  Voya Financial Advisors, Inc
  Hudson, WI
• 06/2021 → 04/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2023 → Present
  Lpl Financial
  Hudson, WI

Previous Registrations

• 2021-06-09 → 2023-05-03
  Cetera Wealth Services, Llc
  Hudson, WI
  Maple Grove, MN
  Amery, WI
  Vadnais Heights, MN
  Baldwin, WI
• 2015-06-03 → 2021-06-09
  Voya Financial Advisors, Inc.
  Hudson, WI
  St Paul, MN
  St Paul, MN
  Amery, WI
  Baldwin, WI
  Windsor, CT
  Maple Grove, MN

Other Businesses

1) 04/2023 - Innovative Planning Group - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 04/2023 - Plexus Worldwide - Other: Direct Sales - Non-inv. Related - New Richmond, WI - Representative - Start Date 10/01/2022 - 0hrs/month 3) 04/2023 - Salty Sol Enterprises Property 1, LLC - Real Estate Rental - Inv. Related - 2322 SW 22nd Terrace Cape Coral, FL 33991 - Co-owner - Start Date 07/01/2021 - 4hrs/month 4) 04/2023 - IPG Risk Management LLC - Non-Variable Insurance - Inv. Related - Hudson, WI - Agent Selling Insurance- Start Date 05/01/2023 - 16hrs/month 5) 05/02/2023 - Great Valley Advisor Group Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 05/01/2023 - 144 Hours Per Month/6 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 144 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 6) 05/23/2023 - Innovative Planning Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/01/2023 - 80 Hours Per Month/ 20 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-04

Other Names

• Jodi Kay Swanson