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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
2715 Losey Blvd South, Lacrosse, WI 54601 • United States
826 Orrin Street, Winona, MN 55987 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Winona | MN | 08/2014 | 03/2017 |
| Thrivent Financial | Appleton | WI | 03/2015 | 03/2017 |
| Cuna Mutual Group | Waverly | IA | 03/2017 | Present |
| Cuna Brokerage Services | Waverly | IA | 03/2017 | Present |
| Lpl Financial Llc | Winona | MN | 05/2022 | Present |
1. 05-18-2022-Altra Financial Advisors Retirement and Wealth Management- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- 2. 07/26/2022 - Altra Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-15 |
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