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Angela Marie Karlen

LPl Financial LLC

Stevens Point, WI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-06-22
  • WI RA
    APPROVED
    Since 2026-06-22

Branch Locations

1245 Main St, Stevens Point, WI 54481 • 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
Bmo Bank Na Wausau WI 06/2018 Present
Texas Roadhouse Wausau WI 10/2020 Present
Peoples State Bank Wausau WI 09/2017 12/2017
University Of Wisconsin Stevens Point - Tutoring Learning Center Stevens Point WI 09/2016 05/2017
Edgar Child Care Edgar WI 09/2012 06/2018
University Of Wisconsin Stevens Point Stevens Point WI 09/2015 05/2018
Lpl Financial Llc Cedarburg WI 10/2022 Present
  • 06/2018 → Present
    Bmo Bank Na
    Wausau, WI
  • 10/2020 → Present
    Texas Roadhouse
    Wausau, WI
  • 09/2017 → 12/2017
    Peoples State Bank
    Wausau, WI
  • 09/2016 → 05/2017
    University Of Wisconsin Stevens Point - Tutoring Learning Center
    Stevens Point, WI
  • 09/2012 → 06/2018
    Edgar Child Care
    Edgar, WI
  • 09/2015 → 05/2018
    University Of Wisconsin Stevens Point
    Stevens Point, WI
  • 10/2022 → Present
    Cedarburg, WI
Other Businesses

1) 10/21/2022 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - at reported business location(s). 2) 10/21/2022 - BMO Bank NA - Financial Institution Duty - Licensed Branch Employee - Investment related - Cedarburg, WI - Start date: 10/2022. 3) 10/21/2022 - Notary - Investment related - 205 W Northwest Highway, palatine, IL 60067 - Start Date: 07/2019 - 1 hour per month. 4) 10/21/2022 - Texas Roadhouse Restaurant - Outside/W2 Employment - Server - Wausau, WI -0hours a month - Start date: 10/2022.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-18
S63 Uniform Securities Agent State Law Examination 2023-02-21
  • S65 Uniform Investment Adviser Law Examination
    2026-06-18
  • S63 Uniform Securities Agent State Law Examination
    2023-02-21
Other Names
  • Angela Marie Karlen
  • Angela Karlen

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