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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • KS RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

15 Compound Dr, Hutchinson, KS 67502 • United States

201 West Ave S, Lyons, KS 67554 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Hutchinson KS 05/2008 07/2021
Various Insurance Carriers For W & R Insurance Agencies Hutchinson KS 08/2008 07/2021
Kelli N Altvater Inc Hutchinson KS 07/2014 Present
Hadley Wichita KS 04/2015 Present
The Altvater Group Llc Hutchinson KS 05/2016 Present
Coronado Square Lyons KS 12/2011 07/2018
Lpl Financial Llc Wichita KS 07/2021 Present
  • 05/2008 → 07/2021
    Waddell & Reed, Inc.
    Hutchinson, KS
  • 08/2008 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Hutchinson, KS
  • 07/2014 → Present
    Kelli N Altvater Inc
    Hutchinson, KS
  • 04/2015 → Present
    Hadley
    Wichita, KS
  • 05/2016 → Present
    The Altvater Group Llc
    Hutchinson, KS
  • 12/2011 → 07/2018
    Coronado Square
    Lyons, KS
  • 07/2021 → Present
    Wichita, KS
Previous Registrations
  • 2008-08-04 → 2021-07-21
    Waddell & Reed
    Lyons, KS
    Hutchinson, KS
    Wichita, KS
    Salina, KS
    Edmond, OK
    Wichita, KS
    Hutchinson, KS
Other Businesses

1. 9/2/2021 - Invision Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 3/20021. 2. 9/2/2021 - Kelli N Altvater Inc - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 7/2014 - Time Spent 1% - Sole owner of entity. 3. 9/2/2021 - The Altvater Group LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 2019 - Sole owner of entity. 4. 11/17/2021 - Millenium - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading - Fixed insurance. 5. 11/17/2021 - Associate of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading - Fixed insurance. 6. 11/17/2021 - CRUMP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading - Fixed insurance. 7. 04/20/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 03/13/2023 - 2 Hours Per Month/2 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-01
  • S66 Uniform Combined State Law Examination
    2008-08-01
Other Names
  • Kelli Altvater

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