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Gregory Steven Opsal

LPl Financial LLC

West Des Moines, IA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2021-07-21
TX RA APPROVED 2021-07-21
  • IA RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

4201 Westown Pkwy Ste 330, West Des Moines, IA 50266 • 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 W Des Moines IA 01/2014 07/2021
Various Insurance Carriers For W & R Insurance Agencies Clive IA 01/2014 07/2021
The Opsal Group, Llc Clive IA 11/2018 07/2021
Lpl Financial Llc West Des Moines IA 07/2021 Present
  • 01/2014 → 07/2021
    Waddell & Reed Inc
    W Des Moines, IA
  • 01/2014 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Clive, IA
  • 11/2018 → 07/2021
    The Opsal Group, Llc
    Clive, IA
  • 07/2021 → Present
    West Des Moines, IA
Previous Registrations
  • 2014-04-02 → 2021-07-21
    Waddell & Reed
    Norwalk, IA
    Waukesha, WI
    Savage, MN
    West Des Moines, IA
Other Businesses

1)06/29/2021 - Harvest Point Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2021 2)06/29/2021 - The Opsal Group, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Clive, IA - Start: 11/2018 - 1 Hr/Mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-02
  • S66 Uniform Combined State Law Examination
    2014-04-02
Other Names
  • Greg Opsal

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