Jeffrey Anton Knusalla

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-01-16

WI RA
APPROVED

Since 2024-01-16

Branch Locations

227521 Harrier Ave, Wausau, WI 54401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ohio National Financial Services	Cincinnati	OH	10/2004	Present
Sagepoint Financial Advisors	Wausau	WI	02/2011	09/2023
Osaic Wealth, Inc.	Wausau	WI	09/2023	01/2024
Lpl Financial Llc	Wausau	WI	01/2024	Present

10/2004 → Present

Ohio National Financial Services

Cincinnati, OH
02/2011 → 09/2023

Sagepoint Financial Advisors

Wausau, WI
09/2023 → 01/2024

Osaic Wealth, Inc.

Wausau, WI
01/2024 → Present

Lpl Financial Llc

Wausau, WI

Previous Registrations

2023-09-01 → 2024-01-11

Osaic Wealth, Inc.

Wausau, WI
2011-02-08 → 2023-09-01

Osaic Services, Inc.

Wausau, WI
2007-03-20 → 2011-03-31

Equity Design Advisors, Llc

Wausau, WI

Other Businesses

1) 01/2024 - Equity Design Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 01/2024 - Equity Design Group / Non-Variable Insurance / Inv. Related / Wausau, WI / Start date 01/08/2024 - 10 Hrs per month - 5 % Time Spent

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-11-22

S66 Uniform Combined State Law Examination

2004-11-22

View on SEC IAPD