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Rebecca Czysen

LPl Financial LLC

Burnsville, MN

Eagan, MN

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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

Other Firms

KUSSKE FINANCIAL, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GENEOS WEALTH MANAGEMENT, INC.
FINANCIAL EMPOWERMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Other Investors

Thomas Jensen
LUANN THOMPSON NEUMAN
Anthony Robert Johnson
TRAVIS LEE BUCK
BRETT KUSSKE
BRENT MICHAEL VAN HEEL
RICHARD EARL LEWIS
Christian Lewis

Other Offices

KUSSKE FINANCIAL, INC. · BURNSVILLE, MN
GALLAGHER FIDUCIARY ADVISORS, LLC · Burnsville, MN
AMERIPRISE FINANCIAL SERVICES, LLC · BURNSVILLE, MN
GENEOS WEALTH MANAGEMENT, INC. · BURNSVILLE, MN
FINANCIAL EMPOWERMENT LLC · BURNSVILLE, MN
LPL FINANCIAL LLC · BURNSVILLE, MN
WELLS FARGO CLEARING SERVICES, LLC · BURNSVILLE, MN
EDWARD JONES · BURNSVILLE, MN

More in Burnsville, MN

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