Zachary Peter Beckhusen

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2021-07-27
CA	RA	APPROVED	2021-07-21
FL	RA	APPROVED	2021-07-21
IA	RA	APPROVED	2021-07-21
NV	RA	APPROVED	2021-07-21
NC	RA	APPROVED	2021-07-21
UT	RA	APPROVED	2021-07-21
WA	RA	APPROVED	2021-07-21

OR RA
APPROVED

Since 2021-07-27
CA RA
APPROVED

Since 2021-07-21
FL RA
APPROVED

Since 2021-07-21
IA RA
APPROVED

Since 2021-07-21
NV RA
APPROVED

Since 2021-07-21
NC RA
APPROVED

Since 2021-07-21
UT RA
APPROVED

Since 2021-07-21
WA RA
APPROVED

Since 2021-07-21

Branch Locations

Bellingham, WA • 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

Organization	City	State	From	To
Waddell & Reed, Inc	Tigard	OR	11/2013	07/2021
Various Insurance Carriers For W & R Insurance Agencies	Tigard	OR	06/2014	07/2021
Beckhusen, Inc.	Portland	OR	12/2015	07/2021
Lpl Financial Llc	Tigard	OR	07/2021	Present

11/2013 → 07/2021

Waddell & Reed, Inc

Tigard, OR
06/2014 → 07/2021

Various Insurance Carriers For W & R Insurance Agencies

Tigard, OR
12/2015 → 07/2021

Beckhusen, Inc.

Portland, OR
07/2021 → Present

Lpl Financial Llc

Tigard, OR

Previous Registrations

2014-07-09 → 2021-07-21

Waddell & Reed

Lake Oswego, OR

Seattle, WA

Tigard, OR

Other Businesses

1) 2014 - Beckhusen Inc. / Business Entity For Tax/Investment Purposes Only/ Not Investment Related / 0 HR / MO / 9705 SW Frewing St. Portland, OR 97223 2) 7/22/2021 - Associates of Clifton Park (AOCP) for Fixed Insurance / Non-Variable Insurance / Investment Related / 0 HR / MO / 747 Pierce Rd, Clifton Park, NY 12065 3) 10/2021 - Portland Community College / Other / Investment Related / 0 HR / MO / 17705 NW Springville Rd, Portland, OR 97229 4) 10/19/2022 - Whatcom Community College - Not Investment Related - Virtual-Zoom - Other-Teaching - Start Date: 01/01/2023 - 1 Hour Per Month/0 Hours During Securities Trading - Part-time instructor teaching a retirement planning course. 5) 11/13/2023 - Ash Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/15/2023 - 5 Hours Per Month/ During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-05-29

S66 Uniform Combined State Law Examination

2014-05-29

Designations

Other Names

Zachary P Beckhusen
Zac Beckhusen

View on SEC IAPD