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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-19 |
Branch Locations
100 W Lawrence St, Ste 310, Appleton, WI 54911 • United States
1028 S Taylor Dr, Sheboygan, WI 53081 • United States
603 Fremont St, Kiel, WI 53042 • United States
1028 S Taylor Dr, Sheboygan, WI 53081 • United States
213 Fremont St, Kiel, WI 53042 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2014 | 02/2018 |
| Northwestern Mutual Investment Services Llc | Green Bay | WI | 12/2014 | 02/2018 |
| Massmutual Life Insurance Company | Sheboygan | WI | 02/2018 | 10/2024 |
| Mml Investors Services, Llc | Sheboygan | WI | 02/2018 | 10/2024 |
| Lpl Financial Llc | Sheboygan | WI | 10/2024 | Present |
1- 10/2024 - OnPoint Financial Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/1/2024 2- 10/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/1/2024 3- 10/2024 - Cheesehead Rentals, LLC - Real Estate Rental - Investment Related - Green Bay, WI - Start Date 10/1/2024 - 10 Hours Per Month/ 1 Hour during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-29 |
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