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Melissa Lynn Corbeg

LPl Financial LLC

Waukesha, WI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-08
WI RA APPROVED 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2024-07-08
  • WI RA
    APPROVED
    Since 2021-07-21

Branch Locations

N19W24075 Riverwood Dr Ste 340, Waukesha, WI 53188 • 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
Waddell & Reed Inc Waukesha WI 04/2016 05/2017
Various Insurance Carriers For W & R Insurance Agencies Pewaukee WI 04/2016 05/2017
Waddell & Reed Waukesha WI 11/2018 07/2021
Eric Corbeg Waukesha WI 11/2018 07/2021
Various Insurance Carriers For W & R Insurance Agencies Pewaukee WI 11/2018 07/2021
Melissa Corbeg Notary Public Waukesha WI 02/2008 07/2021
Slk Associates, Llc Waukesha WI 08/2017 07/2021
Phs Boosterclub Pewaukee WI 10/2020 03/2021
Girl Scout Troop 10771 Waukesha WI 08/2017 07/2021
Volunteer Service Club Of Pewaukee Pewaukee WI 04/2021 07/2021
Emc Financial, Llc Waukesha WI 01/2021 07/2021
Self Employed Waukesha WI 03/2016 11/2018
Lpl Financial Llc Waukesha WI 07/2021 Present
  • 04/2016 → 05/2017
    Waddell & Reed Inc
    Waukesha, WI
  • 04/2016 → 05/2017
    Various Insurance Carriers For W & R Insurance Agencies
    Pewaukee, WI
  • 11/2018 → 07/2021
    Waddell & Reed
    Waukesha, WI
  • 11/2018 → 07/2021
    Eric Corbeg
    Waukesha, WI
  • 11/2018 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Pewaukee, WI
  • 02/2008 → 07/2021
    Melissa Corbeg Notary Public
    Waukesha, WI
  • 08/2017 → 07/2021
    Slk Associates, Llc
    Waukesha, WI
  • 10/2020 → 03/2021
    Phs Boosterclub
    Pewaukee, WI
  • 08/2017 → 07/2021
    Girl Scout Troop 10771
    Waukesha, WI
  • 04/2021 → 07/2021
    Volunteer Service Club Of Pewaukee
    Pewaukee, WI
  • 01/2021 → 07/2021
    Emc Financial, Llc
    Waukesha, WI
  • 03/2016 → 11/2018
    Self Employed
    Waukesha, WI
  • 07/2021 → Present
    Waukesha, WI
Previous Registrations
  • 2019-08-27 → 2021-07-21
    Waddell & Reed
    Hamden, CT
    Waukesha, WI
    Waukesha, WI
Other Businesses

1- 01/2008 / MELISSA CORBEG NOTARY PUBLIC / Other / Investment Related / Waukesha, Wi 53188 2- 11/2018 / DBA for LPL Business (entity for LPL business) / KISER & CORBEG / Investment Related / Waukesha, Wi 53188 3- 07/2021 / DBA for LPL Business (entity for LPL business) / Anchor Wealth Partners / Investment Related / Waukesha, Wi 53188 4- 01/2021 / EMC FINANCIAL LLC / Business Entity For Tax/Investment Purposes Only / 1 HR MNTH / Non Investment Related / Waukesha, Wi 53188 5- 08/2017 / SLK ASSOCIATES LLC / Business Entity For Tax/Investment Purposes Only / 20 HR MNTH / Non Investment Related / Waukesha, Wi 53188

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-18
S63 Uniform Securities Agent State Law Examination 2018-12-11
  • S65 Uniform Investment Adviser Law Examination
    2019-07-18
  • S63 Uniform Securities Agent State Law Examination
    2018-12-11
Other Names
  • Melissa Lynn Nicholson
  • Melissa Lynn Weatherholtz

View on SEC IAPD

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