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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
| WI | RA | APPROVED | 2025-11-07 |
Branch Locations
102 Keller Ave S, Amery, WI 54001 • United States
1500 Broadway St N, Menomonie, WI 54751 • United States
532 S Knowles Ave, New Richmond, WI 54017 • United States
24449 State Road 35 70, Siren, WI 54872 • United States
3947 Oakwood Hills Pkwy, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Eau Claire | WI | 12/2015 | 11/2025 |
| Raymond James Financial Services Advisors Inc. | Eay Claire | WI | 01/2016 | 11/2025 |
| Bremer Bank | Eay Claire | WI | 12/2015 | 11/2025 |
| Lpl Financial Llc | Eau Claire | WI | 11/2025 | Present |
| Old National Bank | Eau Claire | WI | 11/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location (s) - Start Date: 09/2025 2. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Eau Claire, WI 54701 - OBA Start Date: 11/07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-04 |
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