Best Investors Account Sign in

Heather Konkol

LPl Financial LLC

Fort Mill, SC

Hartford, WI

CRD 3169822

Claim This Profile
Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-02-18
  • WI RA
    APPROVED
    Since 2022-02-18

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Hartford, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bmo Harris Financial Advisors Milwaukee WI 01/2015 04/2021
Lpl Financial Llc Hartford WI 04/2021 Present
  • 01/2015 → 04/2021
    Bmo Harris Financial Advisors
    Milwaukee, WI
  • 04/2021 → Present
    Lpl Financial Llc
    Hartford, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
S63 Uniform Securities Agent State Law Examination 2001-12-20
  • S66 Uniform Combined State Law Examination
    2022-02-16
  • S63 Uniform Securities Agent State Law Examination
    2001-12-20
Other Names
  • Heather Marie Dykstra
  • Heather Marie Dykstra
  • Heather Marie Konkol
  • Heather Mari Konkol

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC

Nearby Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC

More in Fort Mill, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor