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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-05-24 |
Branch Locations
53 W Main St, Waconia, MN 55387 • United States
800 Faxon Rd, Norwood Young Americ, MN 55397-9329 • United States
8900 State Hwy 7, St. Bonifacius, MN 55375 • United States
910 Commercial Drive, Buffalo, MN 55313 • United States
210 Paul Ave N., Cologne, MN 55322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Financial Group | Minnetonka | MN | 12/2011 | 01/2018 |
| Lpl Financial | Minnetonka | MN | 05/2012 | 01/2018 |
| Pruco Securities Llc | Plymouth | MN | 01/2018 | 01/2020 |
| Prudential Insurance Company Of America | Plymouth | MN | 01/2018 | 01/2020 |
| Prudential Customer Solutions Llc | Minneapolis | MN | 02/2018 | 01/2020 |
| Fbl Financial Group | West Des Moines | IA | 01/2020 | 05/2021 |
| Fbl Marketing Services | West Des Moines | IA | 02/2020 | 05/2021 |
| Lpl Financial Llc | Waconia | MN | 05/2021 | Present |
| Old National Bank | Waconia | MN | 05/2021 | Present |
1) 11/10/2023 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 10/05/2023 - 5 Hours Per Month/ During Trading 2) 04/02/2025- Old National Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 4/2/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-21 |
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