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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-14 |
Branch Locations
10000 W Innovation Drive Suite 190, Wauwatosa, WI 53226 • United States
809 N. 8Th St Suite 218, Sheboygan, WI 53081 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Plymouth | WI | 01/2005 | 03/2019 |
| Thrivent Financial For Lutherans | Appleton | WI | 05/2005 | 03/2019 |
| American United Life | Sheboygan | WI | 01/2019 | 04/2022 |
| Oneamerica Securities | Sheboygan | WI | 03/2019 | 04/2022 |
| The Prudential Insurance Company Of America | Wauwatosa | WI | 12/2022 | Present |
| Pruco Securities Llc | Wauwatosa | WI | 12/2022 | 11/2024 |
| Sheboygan Auto Group | Sheboygan | WI | 04/2022 | 12/2022 |
| Lpl Enterprise, Llc | Sheboygan | WI | 11/2024 | Present |
1) 08/20/2024 - Pink Heals Sheboygan County - I meet with the board to check the progress of activities the volunteers, oversee the funding and expenses of the organization, help set goals for the next quarter - Non-Profit Board Member - Non Inv Related - At Sheboygan, WI - Start Date12/12/2022 - 5hrs/mth - 0hrs/mth During Trading 2) 12/16/2024-Matthew Becker-Agent-Non-Variable Insurance/Insurance Agency-Inv related-At Sheboygan, WI-Start date 12/06/2024-40hrs/mth-40hrs/mth during trading 3) 02/26/2026-BioLife Plasma Services-Donor-Other-Not inv related-At Sheboygan, WI-Start date 02/24/2026-10hrs/mth-0hrs/mth during trading 2) 12/16/2024 - Matthew Becker - Selling propriety Life products, fixed life, term life, Disability, Long Term care and fixed annuities. Prudential, Ash Brokerage and Brighthouse Financial - Insurance Agency - Non Inv Related - At Sheboygan, WI - Start Date 12/16/2024 - 40hrs/mth - 40hrs/mth During Trading 3) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-01 |
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