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Kelsey Lynn Wonser

LPl Financial LLC

Winfield, KS

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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 2021-03-31
KS RA APPROVED 2014-04-30
  • TX RA
    APPROVED_RES
    Since 2021-03-31
  • KS RA
    APPROVED
    Since 2014-04-30

Branch Locations

106 West 9Th Avenue, Winfield, KS 67156 • 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
Lpl Financial Winfield KS 08/2013 Present
Union State Bank Winfield KS 08/2013 Present
  • 08/2013 → Present
    Lpl Financial
    Winfield, KS
  • 08/2013 → Present
    Union State Bank
    Winfield, KS
Other Businesses

1. 08/20/2013-DBA ONLY/FAMILY WEALTH MANAGEMENT/100%/WINFIELD, KS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-02
S63 Uniform Securities Agent State Law Examination 2014-01-07
  • S65 Uniform Investment Adviser Law Examination
    2014-04-02
  • S63 Uniform Securities Agent State Law Examination
    2014-01-07
Other Names
  • Kelsey Lynn Additon

View on SEC IAPD

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