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Odin Carl Helgerson

LPl Financial LLC

Fargo, ND

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2025-01-01
  • ND RA
    APPROVED
    Since 2025-01-01

Branch Locations

2315 N University Dr Suite 12, Fargo, ND 58102 • 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
Crown Capital Securities, Lp Orange CA 05/2003 05/2024
Lpl Financial Llc Fargo ND 05/2024 Present
  • 05/2003 → 05/2024
    Crown Capital Securities, Lp
    Orange, CA
  • 05/2024 → Present
    Fargo, ND
Previous Registrations
  • 2010-06-21 → 2024-05-01
    Crown Capital Securities, L.P.
    Fargo, ND
    Fargo, ND
    Fargo, ND
    Rochester, MN
    Fargo, ND
Other Businesses

1) 03/26/2024 - Mccullough Helgerson Rentals - Inv Related - Fargo, ND - Farm - Real Estate Rental - Started: 12/5/1993. 2) 07/29/2025 - Non-Variable Insurance - At reported Business location(s) - Inv Rel - Start date: 07/15/2025 - 2hr/mnth 3) 08/08/2025 - Non-Variable Insurance - At reported Business location(s) - Inv Rel - Start date: 08/11/2025 - 3hr/mnth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-01
S63 Uniform Securities Agent State Law Examination 1991-07-16
  • S66 Uniform Combined State Law Examination
    2010-06-01
  • S63 Uniform Securities Agent State Law Examination
    1991-07-16

View on SEC IAPD

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