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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-22 |
Branch Locations
2626 S Oneida Street, Appleton, WI 54915 • United States
222 S Main St, Seymour, WI 54165 • United States
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 |
|---|---|---|---|---|
| Banker's Life & Casualty | Green Bay | WI | 02/2015 | 01/2026 |
| Bankers Life Securities Inc | Green Bay | WI | 09/2016 | 01/2026 |
| Lpl Financial Llc | Appleton | WI | 01/2026 | Present |
| Community First Credit Union | Appleton | WI | 01/2026 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Community First Financial Advisors - Inv Rel - At Reported Business Location (s) - 01/2026"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-11 |
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