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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 02/2025 |
| Waseca Water Park | Waseca | MN | 06/2013 | 08/2016 |
| University Of Wisconsin Eau Claire | Eau Claire | WI | 09/2016 | 03/2020 |
| Lenz Lawn Care | Waseca | MN | 06/2017 | 12/2019 |
| Fca Minnesota | Arden Hills | MN | 06/2019 | 08/2019 |
| University Of Wisconsin Eau Claire | Eau Claire | WI | 09/2019 | 04/2020 |
| Northwestern Mutual Investment Services Llc | Altoona | WI | 06/2020 | 02/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2021 | 02/2025 |
| Crossfit River Praire | Altoona | WI | 11/2022 | 03/2024 |
| Osaic Wealth Inc | Menomonie | WI | 02/2025 | 04/2025 |
| Lpl Financial, Llc | Menomonie | WI | 04/2025 | Present |
1. Start Date: 03/01/2025 - Northwestern Mutual Insurance Trails - Non-Variable Insurance Trails Only - Investment Related - Menomonie, WI 54751 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0 2. Start Date: 04/29/2025 - Waznik Heike Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Menomonie Wi 54751 - 160 Hrs/Mth - 40 Hrs During Trading. - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-17 |
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