Timothy Donald Evanson

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-07-21
MN	RA	APPROVED	2021-07-21

FL RA
APPROVED

Since 2021-07-21
MN RA
APPROVED

Since 2021-07-21

Branch Locations

Naples, FL • United States

3601 Minnesota Dr, Ste 550, Bloomington, MN 55435 • United States

Moose Lake, MN • 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

Organization	City	State	From	To
Various Insurance Carriers For W & R Insurance Agencies	Circle Pines	MN	10/2014	07/2021
Waddell & Reed Inc	Bloomington	MN	10/2014	07/2021
Lpl Financial Llc	Bloomington	MN	07/2021	Present

10/2014 → 07/2021

Various Insurance Carriers For W & R Insurance Agencies

Circle Pines, MN
10/2014 → 07/2021

Waddell & Reed Inc

Bloomington, MN
07/2021 → Present

Lpl Financial Llc

Bloomington, MN

Previous Registrations

2014-10-23 → 2021-07-21

Waddell & Reed

St Paul, MN

Savage, MN

Bloomington, MN
2006-04-05 → 2012-01-10

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Paul, MN

Other Businesses

1) 1/1/2018 - The Lakeshore Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 3601 Minnesota Drive Suite #550, Bloomington , MN, 55435 2) 1/2020 - Lakeshore Group Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 3601 Minnesota Drive Suite #550, Bloomington , MN, 55435 3) 08/12/2021 - TIMOTHY EVANSON / Real Estate Rental / 2280 Piccadilly Circus, Naples, FL 34112 / Investment Related / 2HR / MO / 1 HR DURING TRADING

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-10-23
S65	Uniform Investment Adviser Law Examination	2006-02-01
S63	Uniform Securities Agent State Law Examination	2006-01-05

S66 Uniform Combined State Law Examination

2014-10-23
S65 Uniform Investment Adviser Law Examination

2006-02-01
S63 Uniform Securities Agent State Law Examination

2006-01-05

Designations

Other Names

Timothy D Evanson

View on SEC IAPD