Adviser and broker representative · LPL Financial LLC
Teresa K. McAlpine
CRD 6124665 · Sheboygan, WI
At a glance
Teresa K. McAlpine is an investment adviser representative with LPL Financial LLC in Sheboygan, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Teresa’s SEC record dates to 2013, about 13 years ago. Teresa is also registered as a broker representative.
Current advisory firms
- LPL Financial LLCSince February 2018Sheboygan, WI · $819B in regulatory assets
- Threshold Compass Strategies, Inc.Since August 2025Sheboygan, WI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Teresa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.