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Casey R Herbolsheimer

LPl Financial LLC

Norfolk, NE

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-22
NE RA APPROVED 2005-09-23
  • TX RA
    APPROVED
    Since 2022-07-22
  • NE RA
    APPROVED
    Since 2005-09-23

Branch Locations

404 S 25Th Street, Norfolk, NE 68701 • 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
Linsco/Private Ledger Corp. Norfolk NE 07/2005 Present
  • 07/2005 → Present
    Linsco/Private Ledger Corp.
    Norfolk, NE
Other Businesses

1. 12/26/2007 - NON-VARIABLE INSURANCE / NATIONAL LIFE COMPANY / 1% OF TIME SPENT. 2. 06/02/2010 - DBA ONLY / ELKHORN VALLEY INVESTMENTS / 100% OF TIME SPENT. 3. 01/20/2012 - NON-VARIABLE INSURANCE / WRITING AGENT FOR BLUE CROSS BLUE SHIELD OF NE. WILL WRITE HEALTH, MEDICARE SUPPLEMENTS, MEDICARE PART D, AND MEDICARE ADVANTAGE PLANS THROUGH BCBS OF NE. / 5% OF TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-15
S63 Uniform Securities Agent State Law Examination 2003-07-29
  • S66 Uniform Combined State Law Examination
    2005-09-15
  • S63 Uniform Securities Agent State Law Examination
    2003-07-29
Designations

View on SEC IAPD

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