Matthew John Kohls

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2024-10-15
IA	RA	APPROVED	2024-10-09

Branch Locations

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

Organization	City	State	From	To
Securities America Inc.	Waterloo	IA	01/2016	07/2018
Lowe's Home Improvement Warehouse	Waterloo	IA	01/2015	01/2018
Securities America Advisors	Waterloo	IA	09/2016	07/2018
Lpl Financial	Cedar Falls	IA	07/2018	10/2019
Lincoln Savings Bank	Cedar Falls	IA	07/2018	10/2019
Berthel Fisher & Company Financial Services, Inc.	Cedar Rapids	IA	10/2019	04/2022
Bfc Planning, Inc.	Cedar Rapids	IA	10/2019	04/2022
The Prudential Insurance Company Of America	Waterloo	IA	05/2022	09/2024
Pruco Securities, Llc	Waterloo	IA	05/2022	09/2024
Lpl Enterprise, Llc	Fort Mill	SC	09/2024	Present

01/2016 → 07/2018

Securities America Inc.

Waterloo, IA
01/2015 → 01/2018

Lowe's Home Improvement Warehouse

Waterloo, IA
09/2016 → 07/2018

Securities America Advisors

Waterloo, IA
07/2018 → 10/2019

Lpl Financial

Cedar Falls, IA
07/2018 → 10/2019

Lincoln Savings Bank

Cedar Falls, IA
10/2019 → 04/2022

Berthel Fisher & Company Financial Services, Inc.

Cedar Rapids, IA
10/2019 → 04/2022

Bfc Planning, Inc.

Cedar Rapids, IA
05/2022 → 09/2024

The Prudential Insurance Company Of America

Waterloo, IA
05/2022 → 09/2024

Pruco Securities, Llc

Waterloo, IA
09/2024 → Present

Lpl Enterprise, Llc

Fort Mill, SC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-09-27
S63	Uniform Securities Agent State Law Examination	2016-08-18

Other Firms