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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-20 |
| NE | RA | APPROVED | 2015-12-21 |
Branch Locations
2254 26Th Avenue, Columbus, NE 68601 • United States
Papillion, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Omaha | NE | 04/2015 | Present |
1. 07/29/2015 - SCHAECHER BEREND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 04/06/2015 - 160 HOURS PER MONTH/100 HOURS DURING SECURITIES TRADING - LPL FINANCIAL SECURITIES BUSINESS ONLY. 2. 11/23/2020 - The Krause Agency - Investment Related - 2254 26th Ave. Columbus, NE 68601 - Non-Variable Insurance - Started 11/09/2020 - 1 Hour Per Month During Securities Trading. 3. 07/26/2022 - Berend Wealth Management, LLC - Investment Related - 14301 FNB Parkway, Suite 100 Omaha, NE 68154 - Business Entity For Tax/Investment Purposes Only - Start Date - 12/07/2016 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-17 |
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