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213 15Th Avenue Ne, Waseca, MN 56093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Two Harbors Investment Corp. | Mn | MN | 01/2016 | 03/2017 |
| Fidelity Investments | Edina | MN | 03/2024 | 03/2026 |
| Post Consumer Brands | Mn | MN | 01/2022 | 03/2024 |
| Unitedhealth Group | Mn | MN | 03/2017 | 09/2019 |
| Digital River | Mn | MN | 09/2019 | 12/2021 |
| Shakopee Youth Hockey Association | Mn | MN | 10/2017 | 03/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Lpl Financial Llc | Waseca | MN | 03/2026 | Present |
| Iwealth | Waseca | MN | 03/2026 | Present |
1) 2026-03-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - iWealth - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-11 - 160hrs/mth - 130hrs/mth during trading 2) 2026-03-20 - Notary - Notary - Y - at reported business location(s) - 2026-03-11 - 1hrs/mth - 1hrs/mth during trading 3) 2026-05-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) iWealth Financial - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-05-04 - 160hrs/mth - 160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-08 |
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