Lori Lynn Baneck

Current Employers

Employment History

• 02/2011 → 04/2017
  Mpc Advisors, Llc
  Brookfield, WI
• 02/2011 → 04/2017
  Girard Securities, Inc.
  San Diego, CA
• 04/2017 → 01/2024
  Woodbury Financial Services Inc
  Brookfield, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, WI

Previous Registrations

• 2017-04-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Brookfield, WI
• 2011-02-28 → 2017-10-30
  Mpc Advisers, Llc
  Brookfield, WI
• 2011-02-28 → 2017-04-25
  Girard Securities, Inc.
  San Diego, CA
  Brookfield, WI
• 1997-01-20 → 2011-02-28
  Securian Financial Services, Inc.
  Brookfield, WI
  Brookfield, WI

Other Businesses

1) MPC ADVISORS POSITION: Notary NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/27/1997 ADDRESS: 16655 W Bluemound Road, Suite 150, Brookfield WI 53005, United States; DESCRIPTION: Notarize documents for clients 2) MPC INSURANCE SERVICES POSITION: Advisor/Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 16655 W Bluemound Rd, Suite 150, Brookfield WI 53005, United States DESCRIPTION: Insurance sales, fixed insurance products. 3) MIDWEST PLANNING CORPORATION LLC DBA MPC ADVISERS POSITION: Advisor of Woodbuy/Osaic NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 16655 W Bluemound Rd, Suite 150, Brookfield WI 53005, United States DESCRIPTION: None, this is for marketing purposes only

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-05
• S63 Uniform Securities Agent State Law Examination
  1996-02-08

Other Names

• Lori L Baneck
• Lori Lynn Baneck
• Lori Koehn
• Lori Lynn Koehn