April Lynn Breheim

Current Employers

Employment History

• 11/2015 → Present
  Lpl Financial, Llc
  Black River Falls, WI
• 11/2015 → 04/2021
  Jackson County Bank
  Black River Falls, WI

Previous Registrations

• 2013-12-05 → 2015-10-30
  Invest Financial Corporation
  Whitehall, WI
  Rice Lake, WI
  Eau Claire, WI
  Whitehall, WI
  Eau Claire, WI
• 2012-11-06 → 2013-10-24
  Northwestern Mutual Investment Services, Llc
  Altoona, WI
• 2011-05-18 → 2012-10-18
  Equitable Advisors, Llc
  Black River Falls, WI
  Eau Claire, WI
  Black River Falls, WI

Other Businesses

1) 2015-12-01 - - Real Estate Rental - Y - W12635 E Town House Rd, Alma Center, WI 54611 - 2015-11-30 - 1hrs/mth - 0hrs/mth during trading 2) 2017-06-15 - National Guardian Life Insurance Company - Non-Variable Insurance - Y - at reported business location(s) - 2017-06-09 - 4hrs/mth - 1hrs/mth during trading 3) 2019-04-11 - Ash Brokerage - Non-Variable Insurance - Y - at reported business location(s) - 2019-04-08 - 20hrs/mth - 1hrs/mth during trading 4) 2021-03-03 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - North Point Advisor Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2021-03-02 - 173hrs/mth - 8hrs/mth during trading 5) 2021-10-18 - BetterLife (FKA National Mutual Benefit) - Non-Variable Insurance - Y - at reported business location(s) - 2021-10-12 - 3hrs/mth - 1hrs/mth during trading 6) 2022-07-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2022-07-05 - 170hrs/mth - 140hrs/mth during trading 7) 2022-07-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Great Valley Advisor Group, Inc. - Registered Investment Advisor DBA - Y - at reported business location(s) - 2022-07-05 - 170hrs/mth - 140hrs/mth during trading - 8) 2024-01-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Wealth Ridge Planning LLC / Wealth Ridge Planning - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2024-01-03 - 160hrs/mth - 160hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-11
• S63 Uniform Securities Agent State Law Examination
  2010-02-04

Other Names

• April Lynn Cummings