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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Willmar | MN | 10/2016 | 09/2025 |
| Taatjes Financial Group | Willmar | MN | 10/2016 | 10/2025 |
| Unemployed | Willmar | MN | 06/2016 | 10/2016 |
| Avantax Advisory Services | Willmar | MN | 04/2017 | 09/2025 |
| Avantax Insurance Agency, Llc. | Willmar | MN | 02/2020 | 09/2025 |
| Stewards Planning Group | Willmar | MN | 06/2025 | 10/2025 |
| Cetera Wealth Services, Llc | Willmar | MN | 09/2025 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 10/2025 |
| Lpl Financial Llc | Willmar | MN | 10/2025 | Present |
1. 10/2025 - Quist Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - 120 Hour(s)/Month - 100 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/17/2025 2. 01/22/2026 - Exclusive Insurance Brokerage - Exclusive Insurance Brokerage - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/14/2026 - 5 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-12 |
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