Charles Peter Geers

Current Employers

Employment History

• 07/2012 → Present
  Lpl Financial Llc
  Dubuque, IL
• 06/2016 → 06/2022
  Visionpoint Advisory Group, Llc
  Dubuque, IA

Previous Registrations

• 2016-06-22 → 2022-04-28
  Balefire, Llc
  Dubuque, IA
  Dallas, TX
• 2009-05-11 → 2016-01-04
  Advantage Investment Management, Llc
  Dubuque, IA
  East Dubuque, IL
• 2008-10-01 → 2009-12-31
  National Planning Corporation
  Dubuque, IA
  Dubuque, IA
  East Dubuque, IL
• 2003-05-09 → 2008-09-30
  Fintegra, Llc
  Dubuque, IA
  Dubuque, IA
  Dubuque, IA
  East Dubuque, IL

Other Businesses

(1) 03/22/2016: United Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 3255 Foothill Ct, Dubuque, IA 52001 - Started 12/04/2015 - 160 Hours Per Month/40 Hours During Securities Trading. (2) 07/07/2016: Charles Geers - Non-Variable Insurance - INV REL - Start 11/01/2015 - 1023 First Street SW, Dyersville IA 52040 - I am the owner of this business, and DBA as Charles Geers. I am the only employee. - 5 Hr/Mo; 1 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-05-08
• S63 Uniform Securities Agent State Law Examination
  1987-04-01