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Carter R Herbolsheimer

LPl Financial LLC

Norfolk, NE

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-12-16
  • NE RA
    APPROVED
    Since 2024-12-16

Branch Locations

404 S 25Th Street, Norfolk, NE 68701 • 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
Lutheran High Northeast-High School Norfolk NE 08/2016 08/2020
Wayne State College-Full Time Student/ Business Finance Norfolk NE 08/2020 05/2024
Elkhorn Valley Bank & Trust Norfolk NE 05/2024 Present
Lpl Financial Norfolk NE 05/2024 Present
  • 08/2016 → 08/2020
    Lutheran High Northeast-High School
    Norfolk, NE
  • 08/2020 → 05/2024
    Wayne State College-Full Time Student/ Business Finance
    Norfolk, NE
  • 05/2024 → Present
    Elkhorn Valley Bank & Trust
    Norfolk, NE
  • 05/2024 → Present
    Lpl Financial
    Norfolk, NE
Other Businesses

1 - 08/01/2024 - Elkhorn Valley Investments - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-12
  • S66 Uniform Combined State Law Examination
    2024-12-12

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC

Other Investors

JESSE THOMAS HINRICHS
KYLE S FUCHTMAN
RYAN BLAKE ANDERSON
TRAVIS DAVID RIGGERT
BRENDEN Michael OLSEN
JAMES T WAPELHORST
JACK HENRY ROTHER
PATRICIA LORRAINE LAMMLI

Other Offices

COMMONWEALTH FINANCIAL NETWORK · NORFOLK, NE
THE WEALTH CONSULTING GROUP · Norfolk, NE
THRIVENT INVESTMENT MANAGEMENT INC. · Norfolk, NE
LPL FINANCIAL LLC · NORFOLK, NE
AMERIPRISE FINANCIAL SERVICES, LLC · Norfolk, NE
COMMONWEALTH FINANCIAL NETWORK · Norfolk, NE
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · NORFOLK, NE
EDWARD JONES · Norfolk, NE

More in Norfolk, NE

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