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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
1181 Main St South, Sauk Centre, MN 56378 • United States
320 Main St E, Melrose, MN 56352 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Minnesota Credit Union | Melrose | MN | 10/2002 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2012 | 05/2022 |
| Lpl Financial Llc | Sauk Centre | MN | 05/2022 | Present |
1) 05/18/2022 - Central Minnesota Financial Advisors-Investment Related-At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - Cedarwood Ridge LLC- Not Investment Related- Melrose MN 56352- Farm- co-owner- Start Date - 2/2021- 0 Hours Per Month/ 0 Hours During Securities Trading 3) 05/18/2022 - Central Minnesota Credit Union- Investment Related - At Reported Business Location(s)- Financial Institution Duty- Registered Representative- Start Date - 8/2012- 160 Hours Per Month/ 160 Hours During Securities Trading 4) 11/16/2022 - Magnifi Financial Credit Union - DBA: Magnifi Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2023. 5) 11/21/2025 - Axonic AM First Insurance Company - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/05/2025 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-21 |
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