Benefits broker of record · CLINTON, WI
LPL FINANCIAL, LLC
LPL FINANCIAL, LLC of CLINTON, WI is named as the broker of record on 12 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
12
Book size
$100k–1M
States
WI
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| DUTCH MAFIA, LLC | STANDARD INSURANCE COMPANY | December |
| SPALDINGS, INC. | STANDARD INSURANCE COMPANY | September |
| MUNGER BROS., LLC | STANDARD INSURANCE COMPANY | December |
| COOSA VALLEY CREDIT UNION | MINNESOTA LIFE INSURANCE COMPANY | December |
| DOUG ASHY BUILDING MATERIALS, INC. | STANDARD INSURANCE COMPANY | December |
Subscriber access
7 more plans in LPL FINANCIAL, LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A