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Brett William Wilson

LPl Financial LLC

Colby, KS

Lincoln, NE

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-19
KS RA APPROVED 2024-07-31
NE RA APPROVED 2024-07-30
  • TX RA
    APPROVED_RES
    Since 2025-06-19
  • KS RA
    APPROVED
    Since 2024-07-31
  • NE RA
    APPROVED
    Since 2024-07-30

Branch Locations

Colby, KS • United States

5960 Vandervoort Dr.SUite 100, Lincoln, NE 68516 • 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
Ameriprise Financial Services, Inc. Lincoln NE 05/2016 10/2017
Thrivent Investment Management Inc Lincoln NE 10/2017 05/2020
Thrivent Financial Appleton WI 10/2017 05/2020
Thrivent Advisor Network, Llc D/B/A Perspective Planning Partner Lincoln NE 05/2020 07/2024
Purshe Kaplan Sterling Investments Albany NY 06/2020 07/2024
Lpl Financial Llc Lincoln NE 07/2024 Present
  • 05/2016 → 10/2017
    Ameriprise Financial Services, Inc.
    Lincoln, NE
  • 10/2017 → 05/2020
    Lincoln, NE
  • 10/2017 → 05/2020
    Thrivent Financial
    Appleton, WI
  • 05/2020 → 07/2024
    Thrivent Advisor Network, Llc D/B/A Perspective Planning Partner
    Lincoln, NE
  • 06/2020 → 07/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2024 → Present
    Lincoln, NE
Previous Registrations
Other Businesses

1) 07/2024 - Perspective Planning Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-23
S63 Uniform Securities Agent State Law Examination 2012-04-25
  • S65 Uniform Investment Adviser Law Examination
    2015-03-23
  • S63 Uniform Securities Agent State Law Examination
    2012-04-25
Other Names
  • Brett W Wilson
  • Brett William Wilson

View on SEC IAPD

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