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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lincoln | NE | 10/1983 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Lincoln | NE | 12/1983 | 07/2021 |
| Loren Kampschnieder | Lincoln | NE | 01/1978 | 07/2021 |
| Ldlk Properties Llc | Lincoln | NE | 07/2018 | 07/2021 |
| Kampy Inc | Lincoln | NE | 08/2018 | 07/2021 |
| 37 Wealth | Lincoln | NE | 01/2019 | 07/2021 |
| 37 Tax, Inc | Lincoln | NE | 10/2020 | 07/2021 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
1. 8-16-18/Kampy, Inc/Business Entity For Tax/Investment Purposes Only/Investment Related/Lincoln , NE/0 HRS/MO 2. Sept 2009/Loren Kampschnieder/Farm/Investment Related/Lincoln , NE/0 HRS/MO 3. Aug 2018/POA/Act in a Fiduciary Capacity/Investment Related/Central North Plains, NE/ 0 HRS/MO 4. 1978/C & C K FARMS, INC./Farm/Investment Related/Howells NE/0 HRS/MO 5. 7-24-18/LDLK Properties LLC/Real Estate Rental/Investment Related/Lincoln , NE/0 HRS/MO 6.11-1-2018/LOREN KAMPSCHNIEDER/37 Wealth/DBA for LPL Business (entity for LPL business)/Investment Related/Lincoln , NE/0 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-16 |
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