Teresa K Mcalpine

Current Employers

Employment History

• 02/2013 → 02/2018
  Invest Financial Corporation
  Sheboygan, WI
• 02/2018 → Present
  Lpl Financial Llc
  Sheboygan, WI
• 07/2025 → Present
  Threshold Compass Strategies Inc
  Sheboygan, WI

Previous Registrations

• 2013-05-06 → 2018-02-14
  Invest Financial Corporation
  Sheboygan, WI

Other Businesses

1. 02/14/2018 - WISCONSIN ADVISORS LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 05/20/2025 - Financial Wealthstyle Archetypes - Not Investment Related - Other - Book - Author - At Reported Business Location(s) - Start Date: 06/01/2025 - 8 Hrs/Mth - 2 Hrs During Trading. 3. 08/19/2025 - Threshold Compass Strategies, Inc. - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/01/2025 - 12 hours per month/ during trading - I provide financial planning and consulting services through Threshold Compass Strategies, Inc. an independent investment advisor firm. I started this business activity in 8/2023. I expect to spend approximately 12 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-02

Other Names

• Teresa K Jacob
• Teresa Jacob