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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-13 |
| FL | RA | APPROVED | 2025-05-02 |
| MN | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED_RES | 2025-05-02 |
Branch Locations
708 Cleveland Ave Sw Ste 200, New Brighton, MN 55112 • United States
St Croix Falls, WI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Minneapolis | MN | 05/2005 | 05/2025 |
| Financial Dimensions Group, Inc. | Minneapolis | MN | 05/2005 | 05/2025 |
| Lpl Financial Llc | Minneapolis | MN | 05/2025 | Present |
1)04/28/2025 - Wingerd Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/28/2025 - FDG Plaza LLC - Real Estate Rental - Owner - Inv Rel - New Brighton, MN - Start: 10/2007 - 5 Hr/Mth 3)04/28/2025 - Mark Wingerd Inc. - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Reported Business Location(s) - Start: 01/2024 - 200 Hr/Mth 4)04/28/2025 - 11272 Partners - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Maple Grove, MN - Start: 06/2007 5)04/28/2025 - Roerwing LLC - Owner - Real Estate Investing - Non-Inv Rel - New Brighton, MN - Start: 03/2015 6)04/28/2025 - Pack up the Kids LLC - Co-Owner - Real Estate Rental - Plymouth,, MN - Start: 11/1998
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-02 |
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