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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-04 |
| MN | RA | APPROVED | 2026-01-07 |
Branch Locations
835 W Northland Ave, Appleton, WI 54914 • United States
14985 Glazier Ave #111, Apple Valley, MN 55124 • United States
527 S Marquette Ave, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 11/2010 | 06/2019 |
| Allianz Life Financial Services Llc | Minneapolis | MN | 03/2013 | 06/2019 |
| Mktg Inc | Minneapolis | MN | 11/2011 | 12/2018 |
| Confetti And Cheer | Edina | MN | 12/2018 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2019 | 05/2022 |
| Wings Financial Cu | Apple Valley | MN | 06/2019 | Present |
| Lpl Financial Llc | Apple Valley | MN | 05/2022 | Present |
1. 05/18/2022-Wings Financial Advisors-- Investment Related-At Reported Business Location(s)-DBA for LPL Business (entity for LPL business)- 2. 05/18/2022-Wings Financial CU- Investment Related- At Reported Business Location(s)- Financial Institution Duty- FINANCIAL ADVISOR-- START DATE: 06/2019-160 Hours Per Month/160 Hours During Securities Trading.-Time Spent Percent: 100% 3. 01/29/2025 - Prepare + Prosper - Tax Prep/Accounting/CPA - Investment Related - Bloomington, MN - Start Date 01/01/2025 - 3 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-19 |
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