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Jeffrey Dewayne Halverson

LPl Financial LLC

Bloomington, MN

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-07-25
  • MN RA
    APPROVED
    Since 2025-07-25

Branch Locations

8201 Norman Center Dr, Ste 410, Bloomington, MN 55437 • 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
Next Financial Group Eden Prairie MN 03/2025 06/2025
Albert Lea Area Schools Albert Lea MN 08/2013 06/2025
Lpl Financial Llc Eden Prairie MN 07/2025 Present
  • 03/2025 → 06/2025
    Next Financial Group
    Eden Prairie, MN
  • 08/2013 → 06/2025
    Albert Lea Area Schools
    Albert Lea, MN
  • 07/2025 → Present
    Eden Prairie, MN
Other Businesses

1 - 07/2025 - Capital Consulting Group, Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 140 Hours During Trading - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-02
  • S66 Uniform Combined State Law Examination
    2025-07-02
Other Names
  • Jeff Halverson
  • Jeffrey Halverson

View on SEC IAPD

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