Best Investors Account Sign in

Meredith Ann Bargfrede

LPl Financial LLC

Webster City, IA

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-06-01
TX RA APPROVED 2026-06-01
  • IA RA
    APPROVED
    Since 2026-06-01
  • TX RA
    APPROVED
    Since 2026-06-01

Branch Locations

512 2Nd Street, Webster City, IA 50595 • 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 Llc Webster City IA 06/2026 Present
Boone River Financial Webster City IA 01/2022 Present
Royal Alliance Associates, Inc. Webster City IA 01/2022 06/2022
Wolfe Eye Clinic Webster City IA 09/2020 01/2022
In-Home Daycare Provider (Self Employed) Webster City IA 08/2009 08/2020
Osaic Wealth, Inc. Webster City IA 06/2022 06/2026
  • 06/2026 → Present
    Webster City, IA
  • 01/2022 → Present
    Boone River Financial
    Webster City, IA
  • 01/2022 → 06/2022
    Royal Alliance Associates, Inc.
    Webster City, IA
  • 09/2020 → 01/2022
    Wolfe Eye Clinic
    Webster City, IA
  • 08/2009 → 08/2020
    In-Home Daycare Provider (Self Employed)
    Webster City, IA
  • 06/2022 → 06/2026
    Webster City, IA
Previous Registrations
Other Businesses

1. 05/2026 – Boone River Financial – DBA for LPL Business (entity for LPL business) – Inv Related – 144 Hour(s)/Month – 144 Hour(s) During Trading – At Reported Business Location (s)– OBA Start Date: 6/1/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
  • S66 Uniform Combined State Law Examination
    2022-10-28
Other Names
  • Meredith Ann Tharp
  • Meredith Bargfrede

View on SEC IAPD

More in Webster City, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor