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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
715 Stafford Rd N, Dundas, MN 55019 • United States
7303 161St St W, Rosemount, MN 55068 • United States
125 1St St S, Montgomery, MN 56069 • United States
320 E Main St, Waterville, MN 56096 • United States
200 Creek Ln N, Jordan, MN 55352 • United States
100 N Minnesota St, New Ulm, MN 56073 • United States
116 Central St. W, Lonsdale, MN 55046 • United States
20280 Iberia Ave, Lakeville, MN 55044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.) | Dundas | MN | 01/1999 | Present |
1. 7/23/2013: 'WISE Planning - Wagner Investment Services & Estate Planning' - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/16/2013: Fenceline Kennels - Not Investment Related - Outside/W-2 Employment - Time Spent 2% - Hunting and guiding service. Youth and adult hunting trips. During the off season, train and prepare hunting dogs. 3. 10/10/2014: No Business Name - Investment Related - Veseli, MN - Real Estate Rental - Started 09/15/2014 - 4 Hours Per Month/0 Hours During Securities Trading - Single family rental. 4. 2/6/2015: WAGNER MIDWEST INVESTMENTS - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2013 - 160 Hours Per Month/40 Hours During Securities Trading. 5. 3/7/2016: Happy Hunting Ground - Not Investment Related - 4477 Moccasin Point Road Tower, MN 55790 - Other-Family Business - Started 12/22/1999 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 4/8/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/06/2016 - 2 Hours Per Month/1 Hour During Securities Trading - Long term care as well as fixed annuities. 7. 11/15/2017 - Innovative Internet Insurance Strategies - Investment Related - 8550 125th St. West Lonsdale, MN - Non-Variable Insurance - Start Date 01/01/2018 - 10 Hours Per Month / 1 Hours During Trading - Non-Variable Insurance. 8. 04/22/2019 - Frandsen Investment - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:02/18/2019 - 300 hrs/mo - 40 hrs during trading. 9. 06/30/2023 - Frandsen Investment Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/10/2023 - 20 Hours Per Month/ 5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-13 |
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