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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Brookfield | WI | 05/2009 | 07/2025 |
| Nelson Financial Group Inc | Brookfield | WI | 02/1999 | Present |
| Lpl Financial Llc | Brookfield | WI | 07/2025 | Present |
1. 07/2025 - Mei-Lyn Nelson, CPA - Tax Prep/Accounting/CPA - Brookfield, WI - INV REL - Start Date 05/01/2007 - 20hrs/mth | 0hrs during trading 2. 07/2025 - Mei-Lyn Nelson - Notary - Brookfield, WI - INV REL - Start Date 12/14/2010 - 0hrs/mth | 0hrs during trading 3. 07/2025 - Nelson Financial Group Inc. - DBA for LPL Business (entity for LPL business) - Brookfield, WI - INV REL - Start Date 08/01/1997 - 40hrs/mth | 40hrs during trading 4. 07/2025 - Riverwest MN LLC - Real Estate Rental - Brookfield, WI - INV REL - Start Date 09/01/2008 - 2hrs/mth | 0hrs during trading 5. 07/2025 - MKE Harbor District Holdings LLC - Real Estate Rental - Brookfield, WI - INV REL - Start Date 03/15/2022 - 3hrs/mth | 0hrs during trading 6. 07/2025 - MN Bay View Holdings - Real Estate Rental - Brookfield, WI - INV REL - Start Date 02/01/2019 - 2hrs/mth | 0hrs during trading 7. 07/2025 - The Riddler LLC - Real Estate Rental - Milwaukee, WI - INV REL - Start Date 06/01/2017 - 2hrs/mth | 0hrs during trading 8. 07/2025 - MN Greenfield Holdings LLC - Real Estate Rental - Greenfield, WI - INV REL - Start Date 03/01/2014 - 2hrs/mth | 0hrs during trading 9. 07/2025 - ML Acquisitions LLC - Real Estate Rental - Milwaukee, WI - INV REL - Start Date 02/01/2005 - 2hrs/mth | 0hrs during trading 10. 07/2025 - Cheesehead Whey LLC - Real Estate Rental - Milwaukee, WI - INV REL - Start Date 03/15/2022 - 1hrs/mth | 0hrs during trading 11. 07/2025 - Mei-Lyn Nelson - Real Estate Rental - Milwaukee, WI - INV REL - Start Date 02/01/2022 - 2hrs/mth | 0hrs during trading 12. 07/2025 - Innovation Realty Group LLC - Mortgage/Real Estate Services - Brookfield, WI - INV REL - Start Date 06/15/2013 - 2hrs/mth | 0hrs during trading 13. 07/2025 - Mei-Lyn Nelson - Non-Variable Insurance - Brookfield, WI - INV REL - Start Date 02/13/1995 - 2hrs/mth | 0hrs during trading 14. 07/2025 - Cheesehead Events LLC DBA The Factory On Barclay - Business Owner - Milwaukee, WI - NOT INV REL - Start Date 11/01/2019 - 20hrs/mth | 0hrs during trading 15. 07/2025 - The Loft on Broadway LLC - Business Owner - Milwaukee, WI - NOT INV REL - Start Date 02/01/2021 - 10hrs/mth | 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-15 |
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