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Tod Michael Masin

LPl Financial LLC

Lincoln, NE

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-10-03
TX RA APPROVED_RES 2022-10-03
  • NE RA
    APPROVED
    Since 2022-10-03
  • TX RA
    APPROVED_RES
    Since 2022-10-03

Branch Locations

4827 Pioneers Blvd Ste B, Lincoln, NE 68506 • 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
Vsr Financial Services Inc Overland Pk KS 09/2002 09/2016
Vsr Advisory Services Overland Park KS 08/2007 09/2016
Masinmisko Lincoln NE 09/2002 Present
Summit Brokerage Services, Inc. Lincoln NE 09/2016 11/2016
Summit Financial Group Inc Boca Raton FL 09/2016 11/2016
Securities America, Inc. Lincoln NE 11/2016 09/2022
Wealthplan Partners Inc Dba Masin Misko Lincoln NE 11/2016 09/2022
Wealthplan Partners Llc Dba Masinmisko Omaha NE 01/2020 09/2022
Lpl Financial Llc Lincoln NE 09/2022 Present
  • 09/2002 → 09/2016
    Vsr Financial Services Inc
    Overland Pk, KS
  • 08/2007 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 09/2002 → Present
    Masinmisko
    Lincoln, NE
  • 09/2016 → 11/2016
    Summit Brokerage Services, Inc.
    Lincoln, NE
  • 09/2016 → 11/2016
    Summit Financial Group Inc
    Boca Raton, FL
  • 11/2016 → 09/2022
    Securities America, Inc.
    Lincoln, NE
  • 11/2016 → 09/2022
    Wealthplan Partners Inc Dba Masin Misko
    Lincoln, NE
  • 01/2020 → 09/2022
    Wealthplan Partners Llc Dba Masinmisko
    Omaha, NE
  • 09/2022 → Present
    Lincoln, NE
Previous Registrations
  • 2020-01-15 → 2022-09-30
    Lincoln, NE
    Omaha, NE
  • 2016-11-07 → 2020-07-10
    Wealthplan Partners
    Lincoln, NE
  • 2016-09-01 → 2016-11-04
    Summit Financial Group Inc
    Overland Park, KS
    Lincoln, NE
  • 2003-02-18 → 2016-11-02
    Vsr Financial Services, Inc.
    Lincoln, NE
    Overland Park, KS
    Lincoln, NE
    Overland Park, KS
    Overland Park, KS
    Lincoln, NE
  • 2002-09-09 → 2003-02-11
    The Masters, Inc.
    Overland Pk, KS
  • 2000-03-17 → 2002-09-05
    Woodbury Financial Services, Inc.
    Lincoln, NE
Other Businesses

1) 09/30/2022 - Summit Developments, LLC- Business Entity For Tax/Investment Purposes Only- co-owner - inv. related- Lincoln, NE - start date 11/18/2003- 5hrs/mth 2) 09/30/2022 - MasinMisko Inc.- DBA for LPL Business (entity for LPL business)- inv. related- Lincoln, NE 3) 09/30/2022 - Summit Developments, LLC- Real Estate Rental- co-owner- inv. related- 4827 Pioneers Blvd., Lincoln, NE 68506- start dat 11/18/2003- 5hrs/mth 4) 09/30/2022- MasinMisko, Inc.- Non-Variable Insurance- inv. related- Lincoln, NE- start date 11/6/2003- 10hrs/mth 5) 09/05/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/03/2022 - 1 Hour Per Month/ 0 Hours During Trading 6) 09/06/2024 - MasinMisko - Insurance Agency - Licensed Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 10/03/2022 - 1 Hour Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-19
S63 Uniform Securities Agent State Law Examination 1992-10-26
  • S65 Uniform Investment Adviser Law Examination
    1999-10-19
  • S63 Uniform Securities Agent State Law Examination
    1992-10-26
Other Names
  • Tod Masin

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