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Andrew Michael Kastenholz

LPl Financial LLC

Fort Mill, SC

Menomonee Falls, WI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-12-05
WI RA APPROVED 2022-12-05
  • SC RA
    APPROVED
    Since 2022-12-05
  • WI RA
    APPROVED
    Since 2022-12-05

Branch Locations

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

Menomonee Falls, WI • 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
Bmo Harris Financial Advisors, Inc. Milwaukee WI 05/2015 06/2018
Bmo Harris Financial Advisors, Inc. Milwaukee WI 06/2018 06/2021
Lpl Financial Menomonee Falls WI 05/2021 Present
  • 05/2015 → 06/2018
    Bmo Harris Financial Advisors, Inc.
    Milwaukee, WI
  • 06/2018 → 06/2021
    Bmo Harris Financial Advisors, Inc.
    Milwaukee, WI
  • 05/2021 → Present
    Lpl Financial
    Menomonee Falls, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
S63 Uniform Securities Agent State Law Examination 2013-08-22
  • S66 Uniform Combined State Law Examination
    2022-12-02
  • S63 Uniform Securities Agent State Law Examination
    2013-08-22
Other Names
  • Andrew M Kastenholz

View on SEC IAPD

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PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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