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Justin E Weimer

LPl Financial LLC

Missoula, MT

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-07-21
  • MT RA
    APPROVED
    Since 2021-07-21

Branch Locations

1210 West Kent Ave. Ste 201, Missoula, MT 59801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Various Insurance Carriers For W&R Insurance Agencies Lolo MT 03/2010 07/2021
Waddell & Reed, Inc. Missoula MT 03/2010 07/2021
Gregory Schmautz Missoula MT 05/2011 07/2021
Greg Schmautz Llc Missoula MT 12/2014 07/2021
Justin & Amy Weimer Rental Property Lolo MT 01/2019 04/2020
Lpl Financial Llc Missoula MT 07/2021 Present
  • 03/2010 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Lolo, MT
  • 03/2010 → 07/2021
    Waddell & Reed, Inc.
    Missoula, MT
  • 05/2011 → 07/2021
    Gregory Schmautz
    Missoula, MT
  • 12/2014 → 07/2021
    Greg Schmautz Llc
    Missoula, MT
  • 01/2019 → 04/2020
    Justin & Amy Weimer Rental Property
    Lolo, MT
  • 07/2021 → Present
    Lpl Financial Llc
    Missoula, MT
Previous Registrations
  • 2010-03-22 → 2021-07-21
    Waddell & Reed
    Missoula, MT
    Great Falls, MT
    Billings, MT
    Seattle, WA
    Missoula, MT
  • 2009-07-07 → 2009-11-19
    Edward Jones
    St Louis, MO
    Helena, MT
Other Businesses

1) 7/2021 - DBA for LPL Business (entity for LPL business) - WRI Investments - Investment Related - Missoula, MT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-03
  • S66 Uniform Combined State Law Examination
    2009-07-03
Other Names
  • Justin Weimer

View on SEC IAPD

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Other Offices

EDWARD JONES · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · Missoula, MT
BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · MISSOULA, MT
EDWARD JONES · MISSOULA, MT
WELLS FARGO CLEARING SERVICES, LLC · MISSOULA, MT
VALIC FINANCIAL ADVISORS, INC. · MISSOULA, MT
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Missoula, MT

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