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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-08-10 |
Branch Locations
206 Main St, Hector, MN 55342 • United States
116 Central St. W, Lonsdale, MN 55046 • United States
125 1St St S, Montgomery, MN 56069 • United States
100 Park St South, Fairfax, MN 55332 • United States
205 S Main Street, Bird Island, MN 55310 • United States
200 Creek Ln N, Jordan, MN 55352 • United States
320 E Main St, Waterville, MN 56096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 08/2020 |
| Clearstar, Inc. | Alpharetta | GA | 06/2016 | 10/2017 |
| Great West Properties, Llc | New Prague | MN | 06/2005 | 08/2020 |
| Lpl Financial Llc | Jordan | MN | 08/2020 | Present |
1) 8/10/2020- Frandsen Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- Jordan, MN- 100% 2) 3/9/2021 - United Life Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Investment Advisor - Start Date: 3/8/2021 - 2 Hours Per Month/2 Hours During Securities Trading. 3) 5/12/2023 - Frandsen Investment Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 03/01/2023 - 5 Hours Per Month/1 Hours During Securities Trading. 4) 9/11/2023: Great West Properties LLC; Shakopee MN & Chaska, MN; Real Estate Rental; Owner; Inv. Related; start date: 1/1/2018; 2hrs/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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