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Detailed Report
TOD MICHAEL MASIN
TOD MASIN
CRD#: 2284283
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 4827 PIONEERS BLVD STE B
LINCOLN, NE 68506
Registration History
19952000200520102015202020253 FIRMS2016 - 2016 (<1 year)2 FIRMS2022 - Present (2 years)BSECURITIES AMERICA, INC. (CRD# 10205)2016 - 2022 (5 years)BVSR FINANCIAL SERVICES, INC. (CRD# 14503)2002 - 2016 (14 years)BWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)1992 - 2002 (9 years)IAWEALTHPLAN PARTNERS (CRD# 305026)2020 - 2022 (2 years)IAWEALTHPLAN PARTNERS (CRD# 158935)2016 - 2020 (3 years)IAVSR ADVISORY SERVICES (CRD# 14503)2003 - 2016 (13 years)IATHE MASTERS, INC. (CRD# 108432)2002 - 2003 (<1 year)IAWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)2000 - 2002 (2 years)
License(s)

State Registrations

B
Colorado 9/30/2022
B
Nebraska 9/30/2022
B
Florida 9/30/2022
IA
Nebraska 10/3/2022
B
Georgia 9/30/2022
B
Nevada 9/30/2022
B
Iowa 9/30/2022
B
Ohio 9/30/2022
B
Kansas 9/30/2022
B
Texas 9/30/2022
B
Minnesota 6/8/2023
IA
Texas 10/3/2022
B
Missouri 9/30/2022
B
Washington 11/3/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
4827 PIONEERS BLVD STE B, LINCOLN, NE 68506
Registered with this firm since 10/3/2022
B
LPL FINANCIAL LLC (CRD#:6413)
4827 PIONEERS BLVD STE B, LINCOLN, NE 68506
Registered with this firm since 9/30/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/15/2020 - 09/30/2022 WEALTHPLAN PARTNERS (CRD#:305026) Lincoln, NE
B
 11/04/2016 - 09/30/2022 SECURITIES AMERICA, INC. (CRD#:10205) LINCOLN, NE
IA
 11/07/2016 - 07/10/2020 WEALTHPLAN PARTNERS (CRD#:158935) Lincoln, NE
IA
 09/01/2016 - 11/04/2016 SUMMIT FINANCIAL GROUP INC (CRD#:109485) LINCOLN, NE
B
 09/01/2016 - 11/04/2016 SUMMIT BROKERAGE SERVICES, INC. (CRD#:34643) LINCOLN, NE
IA
 09/08/2016 - 11/02/2016 VSR ADVISORY SERVICES (CRD#:14503) LINCOLN, NE
B
 09/03/2002 - 11/02/2016 VSR FINANCIAL SERVICES, INC. (CRD#:14503) LINCOLN, NE
IA
 02/18/2003 - 09/01/2016 VSR ADVISORY SERVICES (CRD#:14503) LINCOLN, NE
IA
 09/09/2002 - 02/11/2003 THE MASTERS, INC. (CRD#:108432) OVERLAND PK, KS
IA
 03/17/2000 - 09/05/2002 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) LINCOLN, NE
B
 10/29/1992 - 09/05/2002 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) OAKDALE, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.