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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-19 |
Branch Locations
143 South Main St 1St Floor, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jasen Wealth Advisors | West Bend | WI | 07/2015 | Present |
| Woodbury Financial Services Inc | West Bend | WI | 02/2016 | 01/2024 |
| Osaic Wealth, Inc. | West Bend | WI | 01/2024 | 08/2024 |
| Lpl Fiancial Llc | West Bend | WI | 08/2024 | Present |
1 - 08/12/2024 - JASEN WEALTH ADVISORS, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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