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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-07 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
11800 Singletree Ln, Eden Prairie, MN 55344 • United States
321 S 7Th St, Brainerd, MN 56401 • United States
2654 Kenzie Terrace, Saint Anthony, MN 55418 • United States
3415 Vicksburg Ln N, Plymouth, MN 55447 • United States
101 Minnesota Ave N, Aitkin, MN 56431 • United States
7924 Hwy 7, St Louis Park, MN 55426 • United States
7558 Design Rd, Baxter, MN 56425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alerus Financial | Minneapolis | MN | 01/2014 | 01/2021 |
| Infinex Investments, Inc. | Meriden | CT | 01/2019 | 01/2021 |
| Raymond James Financial Services, Inc. | Baxter | MN | 01/2021 | 11/2025 |
| Raymond James Financial Services Advisors, Inc. | Baxter | MN | 01/2021 | 11/2025 |
| Bremer Bank | Baxter | MN | 01/2021 | 11/2025 |
| Bremer Investments | Baxter | MN | 01/2021 | 11/2025 |
| Lpl Financial Llc | Baxter | MN | 11/2025 | Present |
| Old National Bank | Baxter | MN | 11/2025 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment related - At Reported Business Location (s) - Start Date : 09/2025 2. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Investment related - 20 Hour(s)/Month - 1 Hour(s) During Trading - Saint Louis Park MN 55426 - OBA Start Date: 11/07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-03 |
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