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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-04-07
  • WI RA
    APPROVED
    Since 2025-04-07

Branch Locations

1345 W. Mason St Ste 107, Green Bay, WI 54303 • United States

532 Jefferson Street, Sturgeon Bay, WI 54235 • 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
Lenius Financial Services Sturgeon Bay WI 07/2020 Present
C.H. Robinson Madison WI 01/2019 06/2020
University Of Wisconsin- Green Bay Green Bay WI 02/2016 12/2018
Saint Louis University Saint Louis MO 07/2015 12/2018
Woodbury Financial Services Inc Sturgeon Bay WI 09/2020 01/2024
Osaic Wealth, Inc. Sturgeon Bay WI 01/2024 04/2025
Lpl Financial Llc Sturgeon Bay WI 04/2025 Present
  • 07/2020 → Present
    Lenius Financial Services
    Sturgeon Bay, WI
  • 01/2019 → 06/2020
    C.H. Robinson
    Madison, WI
  • 02/2016 → 12/2018
    University Of Wisconsin- Green Bay
    Green Bay, WI
  • 07/2015 → 12/2018
    Saint Louis University
    Saint Louis, MO
  • 09/2020 → 01/2024
    Woodbury Financial Services Inc
    Sturgeon Bay, WI
  • 01/2024 → 04/2025
    Sturgeon Bay, WI
  • 04/2025 → Present
    Sturgeon Bay, WI
Previous Registrations
  • 2024-01-19 → 2025-04-09
    Sturgeon Bay, WI
  • 2021-02-02 → 2024-01-19
    Woodbury Financial Services, Inc.
    Sturgeon Bay, WI
Other Businesses

1) 03/2025 - Lenius Financial Services / DBA for LPL Business (entity for LPL business) / Inv Related / at reported business locations - 160 Hrs per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-21
  • S66 Uniform Combined State Law Examination
    2020-12-21
Designations

View on SEC IAPD

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