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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-10 |
| TX | RA | APPROVED_RES | 2026-02-04 |
Branch Locations
235 North Executive Dr Ste 200, Brookfield, WI 53005 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Brookfield | WI | 01/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 03/2020 | 02/2026 |
| Lpl Financial Llc | Brookfield | WI | 02/2026 | Present |
1. 01/2026 - Forward Financial Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 140 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/03/2026 2. 01/2026 - Paul Nowak rental property - Real Estate Rental - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Sarasota, FL 34242 - OBA Start Date: 03/01/2021 3. 01/2026 - Paul Nowak Insurance Agent - Non-Variable Insurance - Investment Related - 4 Hrs/Mth - 4 Hrs During Trading - Brookfield, WI 53005 - OBA Start Date: 01/01/2016 4. 03/13/2026-Forward Financial Partners, LLC-Insurance Agent-Non-Variable Insurance-Inv related-At Brookfield, WI-Start date 03/01/2026-3hrs/mth-3hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-22 |
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