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Jessica Vanourkerk

LPl Financial LLC

West Bend, WI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-07-31
  • WI RA
    APPROVED
    Since 2024-07-31

Branch Locations

321 N. Main Street, West Bend, WI 53095 • 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 Bank West Bend WI 04/2024 Present
Bmo Bank, N.A West Bend WI 10/2021 04/2024
Westbury Bank West Bend WI 11/2018 10/2021
Waterstone Bank Germantown WI 09/2015 11/2018
Lpl Financial West Bend WI 10/2021 Present
  • 04/2024 → Present
    Bmo Harris Bank
    West Bend, WI
  • 10/2021 → 04/2024
    Bmo Bank, N.A
    West Bend, WI
  • 11/2018 → 10/2021
    Westbury Bank
    West Bend, WI
  • 09/2015 → 11/2018
    Waterstone Bank
    Germantown, WI
  • 10/2021 → Present
    Lpl Financial
    West Bend, WI
Other Businesses

1. 04/05/2024- BMO Investment Services- DBA for LPL Business (entity for LPL business)- At Report Business Location (s)- WI 53095- Inv Rel

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-30
  • S66 Uniform Combined State Law Examination
    2024-07-30
Other Names
  • Jessica Lynn Winter

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CWP PRIVATE WEALTH MANAGEMENT
CAPITAL WEALTH ADVISORS, LTD.
LARSON WEALTH MANAGEMENT, LLC
HBW RIA SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

NATHAN WESTPHAL
JUSTIN EIGNER
DENNIS OPIE
EVAN A MEYER
PEYTON B JANTO
KIMBERLY STREFF
BOYD JANTO
BRETT VUYK

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST BEND, WI
CWP PRIVATE WEALTH MANAGEMENT · WEST BEND, WI
CAPITAL WEALTH ADVISORS, LTD. · WEST BEND, WI
LARSON WEALTH MANAGEMENT, LLC · WEST BEND, WI
HBW RIA SERVICES, LLC · WEST BEND, WI
THRIVENT INVESTMENT MANAGEMENT INC. · WEST BEND, WI
THRIVENT INVESTMENT MANAGEMENT INC. · WEST BEND, WI
J.P. MORGAN SECURITIES LLC · WEST BEND, WI

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