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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
11800 Elm Creek Blvd N, Maple Grove, MN 55369 • United States
6200 Shingle Creek Pkwy, Brooklyn Center, MN 55430 • United States
3251 Northdale Blvd Nw, Coon Rapids, MN 55448 • United States
14985 Glazier Ave #111, Apple Valley, MN 55124 • United States
14411 Hwy 13, Savage, MN 55378 • United States
574 Prairie Center Dr Ste 100, Eden Prairie, MN 55344 • United States
2333 Hwy 3 S, Northfield, MN 55057 • United States
4287 W Circle Dr Nw, Rochester, MN 55901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2019 | Present |
| Wings Financial Credit Union | Edina | MN | 10/2016 | Present |
| Unemployed | Bloomington | MN | 06/2016 | 10/2016 |
| College | Brookings | SD | 08/2011 | 12/2016 |
| Lpl Financial Llc | Savage | MN | 05/2022 | Present |
1. 05-18-2022 - Wings Financial CU - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor - Start Date: 08/2015. 2. 06/15/2022 - Wings Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-03 |
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