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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
1049 W Clairmont Ave, Eau Claire, WI 54701 • United States
1031 Woodward Ave, Chippewa Falls, WI 54729 • United States
419 N Hastings Pl, Eau Claire, WI 54702 • United States
4501 Royal Dr, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 10/2019 | 06/2020 |
| American Family Ins. | Menomonie | WI | 09/2019 | 10/2019 |
| American Lutheran Home | Menomonie | WI | 06/2019 | 09/2019 |
| Triad Advisors | Norcross | GA | 03/2019 | 05/2019 |
| Uw-Stout | Menomonie | WI | 06/2001 | 11/2018 |
| Bernicke Wealth | Altoona | WI | 10/2019 | 10/2023 |
| Bernicke Wealth | Altoona | WI | 01/2019 | 05/2019 |
| Lpl Financial Llc | Altoona | WI | 06/2020 | 10/2023 |
| Principal Life Insurance | Menomonie | WI | 12/2023 | 03/2025 |
| Principal Securities | Menomonie | WI | 12/2023 | 03/2025 |
| Lpl Financial Llc | Fort Mills | SC | 03/2025 | Present |
1. 03/26/2025- Wealth Management at Royal Credit Union- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 03/26/2025- RCU Wealth Management at Royal Credit Union- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 3. 03/25/2025- Notary- WI 54751- Inv Rel- Start Date 08/23/2021 4. 03/25/2025- Royal Credit Union- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 5. 03/25/2025- Fixed Insurance- Non-Variable Insurance- Inv Rel- WI 54751- 01/02/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-02 |
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