Best Investors Account Sign in
Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-11-14
TX RA APPROVED_RES 2024-11-14
  • MN RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED_RES
    Since 2024-11-14

Branch Locations

Kasson, MN • United States

600 Highway 169 Suite 1000, St Louis Park, MN 55426 • United States

3900 Fairway Place Nw. Suite B, Rochester, MN 55901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell And Reed, Inc. Rochester MN 06/2009 07/2019
Various Insurance Carriers For W & R Insurance Agencies Mantorville MN 06/2009 07/2019
Rochester Area Chamber Of Commerce Rochester MN 03/2012 Present
Sensible Divorce Solution Inc Mantorville MN 01/2015 Present
Exercisabilities Inc Rochester MN 05/2016 07/2018
Bni-Med City Marketers Rochester MN 10/2017 Present
Prudential Insurance Company Of America Rochester MN 07/2019 Present
Pruco Securities, Llc. Rochester MN 07/2019 11/2024
Lpl Enterprise, Llc Rochester MN 11/2024 Present
  • 06/2009 → 07/2019
    Waddell And Reed, Inc.
    Rochester, MN
  • 06/2009 → 07/2019
    Various Insurance Carriers For W & R Insurance Agencies
    Mantorville, MN
  • 03/2012 → Present
    Rochester Area Chamber Of Commerce
    Rochester, MN
  • 01/2015 → Present
    Sensible Divorce Solution Inc
    Mantorville, MN
  • 05/2016 → 07/2018
    Exercisabilities Inc
    Rochester, MN
  • 10/2017 → Present
    Bni-Med City Marketers
    Rochester, MN
  • 07/2019 → Present
    Prudential Insurance Company Of America
    Rochester, MN
  • 07/2019 → 11/2024
    Rochester, MN
  • 11/2024 → Present
    Rochester, MN
Previous Registrations
  • 2019-07-22 → 2024-11-14
    St. Louis Park, MN
    Rochester, MN
  • 2009-09-17 → 2019-07-23
    Waddell & Reed
    Rochester, MN
    Lake City, MN
    Savage, MN
Other Businesses

1) 06/24/2025-J. Minette Wealth Advisor, LLC-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/06/2020-50hrs/mth-40hrs/mth during trading 2) 10/02/2025-Sensible Wealth Solutions, LLC-Owner/Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 09/29/2025-50hrs/mth-40hrs/mth during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-09
S63 Uniform Securities Agent State Law Examination 2005-01-27
  • S65 Uniform Investment Adviser Law Examination
    2009-09-09
  • S63 Uniform Securities Agent State Law Examination
    2005-01-27
Other Names
  • Jill Marie Minette
  • Jill Marie Minette-Stacey
  • Jill Minette
  • Jill Dhein
  • Jill Marie Minette Stacey
  • Jill Minette-Stacey

View on SEC IAPD

More in Kasson, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor