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Rebecca Czysen

LPl Financial LLC

Burnsville, MN

Eagan, MN

CRD 7350089

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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 Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-12-03
WI RA APPROVED 2024-03-08
  • MN RA
    APPROVED
    Since 2024-12-03
  • WI RA
    APPROVED
    Since 2024-03-08

Branch Locations

1613 Southcross Dr W, Burnsville, MN 55306 • United States

Eagan, MN • 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
Lpl Financial Llc Madison WI 11/2021 Present
Morgan Planning Group Burnsville MN 12/2018 Present
Medtronic Care Management Services Chanhassen MN 06/2014 12/2018
  • 11/2021 → Present
    Lpl Financial Llc
    Madison, WI
  • 12/2018 → Present
    Morgan Planning Group
    Burnsville, MN
  • 06/2014 → 12/2018
    Medtronic Care Management Services
    Chanhassen, MN
Other Businesses

1) 08/2023 - Morgan Planning Group, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-07
  • S66 Uniform Combined State Law Examination
    2024-03-07

View on SEC IAPD

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Nearby Offices

KUSSKE FINANCIAL, INC. · BURNSVILLE, MN
GALLAGHER FIDUCIARY ADVISORS, LLC · Burnsville, MN
AMERIPRISE FINANCIAL SERVICES, LLC · BURNSVILLE, MN

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