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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-28 |
Branch Locations
3585 Highway 61 N, Vadnais Heights, MN 55110-5223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Amery | MN | 11/2014 | 05/2019 |
| Raymond James Financial Services Advisors Inc. | Amery | MN | 11/2014 | 05/2019 |
| Bremer Bank | Amery | WI | 11/2014 | 05/2019 |
| U.S. Bancorp Investments, Inc. | Woodbury | MN | 05/2019 | 04/2023 |
| Lpl Financial Llc | Vadnais Heights | MN | 04/2023 | Present |
| Frandsen Bank & Trust | Vadnais Heights | MN | 04/2023 | Present |
1) 03/2023 - Frandsen Investment Services / Frandsen Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s) 2) 3/2023 - Frandsen Investment Services / Non-Variable Insurance / Investment Related / 3585 Highway 61 Vadnais heights MN 55110 / Start date 3/17/2023 - 40Hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-22 |
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