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3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-09 |
Branch Locations
3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven H Loheit Inc | Shorewood | MN | 02/1998 | Present |
| Financial Perspectives, Inc | Minneapolis | MN | 01/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2013 | Present |
1) STEVEN H. LOHEIT, INC., 27915 WOODSIDE RD, SHOREWOOD, MN 55331. OWNER/S CORP FOR FINANCIAL PLANNING BUSINESS, SIGN COMISSIONS OVER TO SINGLE MEMBER S CORP, INVESTMENT RELATED. 02/1998. 2) INSURANCE AGENT, STATE OF MN. LIFE, HEALTH AND VARIABLE, 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. INVESTMENT REALTED. 03/2004. 3) FINANCIAL PERSPECTIVES, INC., 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. RIA, INVESTMENT RELATED. 01/2006.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-15 |
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