Rebecca Stella Elizabeth Winkel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 10/2024
  Mml Investors Services, Llc
  Sheboygan, WI
• 06/2021 → 10/2024
  Massmutual Life Insurance Co
  Sheboygan, WI
• 09/2022 → 03/2023
  Target Inc
  Oshkosh, WI
• 01/2021 → 04/2021
  Fromm Accounting, Llc
  Kiel, WI
• 07/2020 → Present
  The Gear Box
  Kiel, WI
• 09/2019 → 10/2024
  University Of Wisconsin - Oshkosh
  Oshkosh, WI
• 05/2020 → 08/2020
  Siebken'S Resort
  Elkhart Lake, WI
• 09/2019 → 08/2022
  Culver Family Welcome Center
  Oshkosh, WI
• 08/2016 → 08/2019
  Image By Design, Llp
  Kiel, WI
• 03/2019 → 08/2019
  Walmart Inc
  Chilton, WI
• 04/2013 → 09/2019
  Kiel Area School District
  Kiel, WI
• 10/2024 → Present
  Lpl Financial Llc
  Sheboygan, WI

Previous Registrations

• 2023-08-14 → 2024-10-04
  Mml Investors Services, Llc
  Sheboygan, WI

Other Businesses

1- 10/2024 - The Gear Box - Outside/W-2 Employment - Food Wrapper/Cook - Not Investment Related - Kiel, WI - Start Date 07/01/2020 - 12 Hours Per Month/ 0 Hours During Trading 2- 10/2024 - OnPoint Financial Group. LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/22/2023 - 160 Hours Per Month/ 40 Hours During Trading 3- 10/2024 - Medicare Solutions of WI - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/22/2023 - 8 Hours Per Month/ 2 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2023-07-31

Other Names

• Becky Blatz
• Rebecca Stella Elizabeth Blatz