Preston J Englund

Current Employers

Employment History

• 01/2015 → 05/2019
  Lpl Financial, Llc
  Hastings, NE
• 01/2015 → 07/2017
  Resources Investment Advisors, Inc.
  Leawood, KS
• 01/2015 → Present
  Englund & Lindsteadt Financial Advisors
  Hastings, NE
• 01/2017 → Present
  Independent Financial Partners
  Hastings, NE
• 05/2019 → Present
  Ifp Securities, Llc
  Hastings, NE

Previous Registrations

• 2015-01-28 → 2017-02-23
  Onedigital
  Hastings, NE
  Overland Park, KS
• 2010-05-11 → 2015-01-23
  Waddell & Reed
  Savage, MN

Other Businesses

1. 03/16/2022 - Hastings Chamber of Commerce Finance Committee - Not Investment Related - 301 S.Burlington Ave., Hastings, NE 68901, member of Finance Committee to review financial status of the Chamber - 1 hr/mo, 1 hr/mo during trading hours, 2. 10/1/2022 - Ridgeline CPAs,LLC -Not Investment Related - 737 W 1st Avenue, Hastings, NE 68901 - Entity Ownership - Entity is for CPA practice to provide tax return prep, consulting, bookkeeping and payroll services - Part Owner of business - 1 hr/month. 3. 1/1/2023 - Ridgeline Advisors - Investment Related - DBA Name Only - 3606 Cimarron Plaza, Suite 275, Hastings, NE 68901 - DBA Name used for financial services and investment business. 4. Pinnacle Group - securities related - 109 N Hastings Ave Hastings, NE 68901 - Fixed Insurance - agent - start date 5/1/2019 - 1 hour/month during trading - fixed insurance sales

Exams

• S66 Uniform Combined State Law Examination
  2010-05-07

Other Names

• Preston Englund