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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-20 |
| WI | RA | APPROVED | 2024-08-19 |
Branch Locations
143 South Main Street 1St Floor, West Bend, WI 53095 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
143 South Main St 1St Floor, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | West Bend | WI | 09/2006 | 06/2019 |
| Jasen Wealth Advisors Llc | West Bend | WI | 10/2014 | Present |
| Woodbury Financial Services | West Bend | WI | 06/2019 | 01/2024 |
| Osaic Wealth, Inc. | West Bend | WI | 01/2024 | 08/2024 |
| Lpl Financial Llc | West Bend | WI | 08/2024 | Present |
1) 08/2024 - MELISSA M HOPPER, CPA / Tax Prep/Accounting/CPA / Inv. Related / Fond du Lac WI / Start date 08/25/2014 - 2) 08/2024 - MMH FINANCIAL GROUP LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Fond du Lac WI / Start date 03/19/2021 3) 08/2024 - MSZ FAMILY LEGACY LLC / Real Estate Rental - Farmland / Farm / Non Inv. Related / Fond du Lac WI / Start date 09/01/2024 - 2 Hrs per month 4) 08/2024 - Notary / Non Inv. Related / Start date 01/26/2011 - 1 Hrs per month 5) 08/2024 - JASEN WEALTH ADVISORS, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 130 Hrs per month -100% Time Spent 6) 08/2024 - Non-Variable Insurance / Investment Related / Start date 06/25/2024 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-07 |
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