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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

TOD MICHAEL MASIN

Advisor at LPL FINANCIAL LLC

LINCOLN, NE

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Search this name across graphsid dfx:ria:485a4301-48d8-22e2-95ce-9795643a371f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 26, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 26, 1992
First registration: Mar 17, 2000
Dual registered: yes, broker-dealer
Other names: TOD MASIN
IAPD individual key: 2284283

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 3, 2022	n/a	yes	LINCOLN, NE	Current employment
WEALTHPLAN PARTNERS	Independent wealth	Jan 15, 2020	Sep 30, 2022	no	Lincoln, NE\|OMAHA, NE	Previous registration
WEALTHPLAN PARTNERS	Former SEC adviser	Nov 7, 2016	Jul 10, 2020	no	Lincoln, NE	Previous registration
SUMMIT FINANCIAL GROUP INC	Former SEC adviser	Sep 1, 2016	Nov 4, 2016	no	OVERLAND PARK, KS\|LINCOLN, NE	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Feb 18, 2003	Nov 2, 2016	no	LINCOLN, NE\|OVERLAND PARK, KS\|LINCOLN, NE\|OVERLAND PARK, KS\|OVERLAND PARK, KS\|LINCOLN, NE	Previous registration
THE MASTERS, INC.	n/a	Sep 9, 2002	Feb 11, 2003	no	OVERLAND PK, KS	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 17, 2000	Sep 5, 2002	no	LINCOLN, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHPLAN PARTNERS	LPL FINANCIAL LLC	Sep 30, 2022	Oct 3, 2022	3	Firm change	RIA to RIA
WEALTHPLAN PARTNERS	WEALTHPLAN PARTNERS	Jul 10, 2020	Jan 15, 2020	-177	Bulk transfer	RIA to RIA
SUMMIT FINANCIAL GROUP INC	WEALTHPLAN PARTNERS	Nov 4, 2016	Nov 7, 2016	3	Firm change	Other
VSR ADVISORY SERVICES	SUMMIT FINANCIAL GROUP INC	Nov 2, 2016	Sep 1, 2016	-62	Channel change	Other
THE MASTERS, INC.	VSR ADVISORY SERVICES	Feb 11, 2003	Feb 18, 2003	7	Bulk transfer	Other
WOODBURY FINANCIAL SERVICES, INC.	THE MASTERS, INC.	Sep 5, 2002	Sep 9, 2002	4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
305026:6413:NE:2022-09-30	Sep 30, 2022	Oct 3, 2022	OMAHA, NE	Firm change

Relationships

Registered with (7)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Oct 3, 2022 to presentfactForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Jan 15, 2020 to Sep 30, 2022factForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Nov 7, 2016 to Jul 10, 2020factForm ADV
→ SUMMIT FINANCIAL GROUP INCRegistered adviserregistration: previous registration
Sep 1, 2016 to Nov 4, 2016factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 18, 2003 to Nov 2, 2016factForm ADV
→ THE MASTERS, INC.Registered adviserregistration: previous registration
Sep 9, 2002 to Feb 11, 2003factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 17, 2000 to Sep 5, 2002factForm ADV

Dated events

Occurred
Sep 30, 2022
Advisor changed firm
Tod Michael Masin left Wealthplan Partners for Lpl Financial Llc (registered 2022-10-03)
Form ADVobserved 4 days ago