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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-07-10
  • MN RA
    APPROVED
    Since 2025-07-10

Branch Locations

9495 Blackoaks Lane N Suite 1A, Maple Grove, MN 55311 • United States

600 Inwood Avenue N Suite 145, Oakdale, MN 55128 • 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
Wheaton College Wheaton IL 08/2016 05/2017
World Marketing Group Minneapolis MN 05/2017 07/2017
Wheaton College Wheaton IL 08/2017 05/2018
Giere Investment Services Oakdale MN 07/2018 08/2018
Wheaton College Wheaton IL 08/2018 12/2018
Jackson National Management Chicago IL 01/2019 03/2019
Giere Investment Services Oakdale MN 04/2019 05/2019
Unemployed Woodbury MN 05/2019 08/2019
Wheaton College Wheaton IL 08/2019 12/2019
Park Tool St. Paul MN 01/2017 12/2022
Giere Investment Services Oakdale MN 01/2020 Present
Lpl Financial Llc Maple Grove MN 07/2025 Present
  • 08/2016 → 05/2017
    Wheaton College
    Wheaton, IL
  • 05/2017 → 07/2017
    World Marketing Group
    Minneapolis, MN
  • 08/2017 → 05/2018
    Wheaton College
    Wheaton, IL
  • 07/2018 → 08/2018
    Giere Investment Services
    Oakdale, MN
  • 08/2018 → 12/2018
    Wheaton College
    Wheaton, IL
  • 01/2019 → 03/2019
    Jackson National Management
    Chicago, IL
  • 04/2019 → 05/2019
    Giere Investment Services
    Oakdale, MN
  • 05/2019 → 08/2019
    Unemployed
    Woodbury, MN
  • 08/2019 → 12/2019
    Wheaton College
    Wheaton, IL
  • 01/2017 → 12/2022
    Park Tool
    St. Paul, MN
  • 01/2020 → Present
    Giere Investment Services
    Oakdale, MN
  • 07/2025 → Present
    Maple Grove, MN
Previous Registrations
  • 2020-11-02 → 2025-07-10
    Next Financial Group, Inc.
    Oakdale, MN
    Maple Grove, MN
Other Businesses

07/10/2025-Giere Investment Services, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/08/2020- 170 Hours Per Month- 170 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-02
  • S66 Uniform Combined State Law Examination
    2020-11-02
Designations
Other Names
  • Anna Hope Lehn
  • Anna Lehn
  • Anna Hope Carlson
  • Anna Carlson

View on SEC IAPD

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