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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| WI | RA | APPROVED | 2026-08-06 |
Branch Locations
151220 Baltimore Lane, Wausau, WI 54401 • United States
2209 Progress Blvd, Antigo, WI 54409 • United States
2931 Post Road, Plover, WI 54467 • United States
1200 Badger Avenue, Stevens Point, WI 54482 • United States
1585 County Road Xx, Rothschild, WI 54474 • United States
303 South 1St Ave, Wausau, WI 54401 • United States
4903 Schofield Avenue, Weston, WI 54476 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Mondovi | WI | 09/2014 | 12/2018 |
| Packerland Brokerage Services | Green Bay | WI | 01/2019 | 12/2019 |
| Unemployed | West Bend | WI | 01/2020 | 11/2021 |
| Lpl Financial Llc | Brainerd | MN | 11/2021 | 04/2025 |
| Private Client Services | Eau Claire | WI | 05/2025 | 06/2025 |
| Nicolet Advisory Services, Llc | Green Bay | WI | 04/2025 | 06/2025 |
| Dupaco Community Credit Union | Dubuque | IA | 08/2025 | 06/2026 |
| Lpl Financial Llc | Dubuque | IA | 09/2025 | 06/2026 |
| Covantage Credit Union | Stevens Point | WI | 08/2026 | Present |
| Lpl Financial Llc | Stevens Point | WI | 08/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name CoVantage Retirement &Investment services - Inv Rel - At Reported Business Location (s) - Start Date: 7/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-11-22 |
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