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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| MN | RA | APPROVED | 2024-06-07 |
Branch Locations
7207 Forestview Lane N., Maple Grove, MN 55369 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Maple Grove | MN | 05/2013 | 06/2024 |
| Berthel Fisher & Company Planning, Inc. | Maple Grove | MN | 05/2013 | 06/2024 |
| Lpl Financial Llc | Maple Grove | MN | 06/2024 | Present |
1) 06/04/2024 - Borrower of a Loan - seller financing - Not investment related - Start date: 02/14/2014. 2) 06/04/2024 - Taylor Insurance - Non-Variable Insurance - Selling: Life - MN 55369 - Investment related - 5 Hours per month - Start date: 01/01/2014. 3) 01/01/2014 - Delta Captial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 1 Hour per month. 4) 06/04/2024 - TJR Financial LLC - Business Entity For Tax/Investment Purposes Only - MN 55369 - Not investment related - 100 Hour per month - Start date: 12/01/2013. 5) 06/04/2024 - Ripka Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not investment related - 1% Time spent - Start date: 05/01/2018. 6) 01/27/2026 - Taylor Ripka - Rental Property - Real Estate Rental - Owner - Investment Related - Elk River, MN - Start Date 02/01/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-02-19 |
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