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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| MN | RA | APPROVED | 2024-10-08 |
Branch Locations
7200 Hudson Blvd N., Ste 109, Oakdale, MN 55128 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wenzel Financial Services | Cottage Grove | MN | 01/1992 | Present |
| Sagepoint Financial | Cottage Grove | MN | 10/2013 | 10/2024 |
| Osaic Wealth, Inc. | Oakdale | MN | 09/2023 | 10/2024 |
| Lpl Financial Llc | Oakdale | MN | 10/2024 | Present |
1 - 09/30/2024 - Wenzel Financial Services. Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s). 2 - 09/30/2024 - Wenzel Financial Services, Inc. - Non-Variable Insurance - Inv Related - 4 Hours/Month - 1 Hour During Trading - MN 55128 - OBA Start Date: 09/15/1992. 3 - 09/30/2024 - Eric and Paula Wenzel - Real Estate Rental - Inv Related - 0.5 Hour/Month - IA 55425 - OBA Start Date: 08/01/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-23 |
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