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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
| WI | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brent Goska | Eau Claire | WI | 08/2016 | 02/2021 |
| Northwestern Mutual Investment Services Llc | Eau Claire | WI | 04/2018 | 12/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2021 | 12/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2021 | 12/2023 |
| Osaic Wealth Inc | Menomonie | WI | 12/2023 | 04/2025 |
| Lpl Financial Llc | Menomonie | WI | 04/2025 | Present |
1. Start Date: 06/01/2020 - Brehm Built LLC - Real Estate Rental - Investment Related -Menomonie, WI 54751 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 5 2. Start Date: 05/29/2024 - Waznik Heike Group, LLC - Non-Variable Insurance - Investment Related - Menomonie, WI 54751 - 20 Hrs/Mth - 1 Hrs During Trading. - Time Spent: 5 3. Start Date : 11/01/2022 - Menomonie School District - Wrestling Coach - Coach/Sports/ Fitness - Non-investment related - Menomonie, WI 54751 - 20 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 5 4. Start Date: 03/04/2024 - Brehm Built Modern Lodging - Real Estate Rental - Investment Related - Menomonie, WI 54751 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 5 5. Start Date : 04/29/2025 - Waznik Heike Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Menomonie, WI 54751 - 160 Hrs/Mth - 40 Hrs During Trading. - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-09 |
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