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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-17 |
| WI | RA | APPROVED | 2020-01-15 |
Branch Locations
455 Bluebird Dr N, Hudson, WI 54016 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
6053 Hudson Road Ste 210, Woodbury, MN 55125 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | St Louis Park | MN | 11/2002 | Present |
| Vip Financial | Woodbury | MN | 11/2002 | Present |
| Aquila Team Llc | Woodbury | MN | 04/2013 | Present |
| Wealth Watch Advisors Llc | Rockledge | FL | 07/2015 | 03/2017 |
| Regal Investment Advisors, Llc | Kentwood | MI | 04/2017 | 01/2020 |
| Eagle Team, Llc | Woodbury | MN | 09/2015 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 01/2020 | Present |
| Digital Advisor Alliance/Smart Retirement | Vero Beach | FL | 12/2019 | 07/2021 |
| Legacy Lock | Centerville | UT | 12/2019 | 07/2022 |
| Ggggre Llc | Woodbury | MN | 06/2007 | Present |
| Producer Partners Group | Grand Junction | CO | 07/2020 | 07/2022 |
VIP FINANCIAL ASSOCIATES LLC; INVESTMENT RELATED; 563 BIELENBERG DR., SUITE 105, WOODBURY, MN 55125; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 11/2002; 70 HOURS/MONTH DEVOTED; 70 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY AND INSURANCE PRODUCTS. EAGLE TEAM LLC, INVESTMENT RELATED; 563 BIELENBERG DR., SUITE 105, WOODBURY, MN 55125; INSURANCE; PARTIAL OWNER; STARTED 09/2015; 120 HOURS/MONTH DEVOTED; 100 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES TRAINING. ERC EMPLOYEE RETENTION CREDIT, REPRESENTATIVE, 560 TIMPONGOS CIRCLE OREM, UT 84097, REFERRRAL OF BUSINESS OWNERS FOR EMPLOYEE RETENTION CREDIT, 1 HOUR/MONTH, PAID COMMISSIONS LEGACY LOCK, NON INVESTMENT RELATED; 1148 W LEGACY CROSSING BLVD, STE 350, CENTERVILLE, UT 84014, WILLS/TRUSTS; AGENT; STARTED 11/2019; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PREPARATION OF WILL/TRUST DOCUMENTS. DIGITAL ADVISOR ALLIANCE/ SMART RETIREMENT; NON INVESTMENT RELATED; 3320 CARDINAL DR, VERO BEACH FL 32963, INSURANCE; AGENT; STARTED 12/2019; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE AND DEBT ELIMINATION. GGGGRE LLC; NON INVESTMENT RELATED; 563 BIELENBERG DR., SUITE 105, WOODBURY, MN 55125; RENTAL PROPERTIES; OWNER; STARTED 06/2007; 3 HOURS/MONTH; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MANAGE RENTAL PROPERTIES. PRODUCER PARTNERS GROUP; INVESTMENT RELATED; 205 N 4TH ST, STE 307, GRAND JUNCTION, CO 81501; INSURANCE; PARTIAL OWNER; STARTED 07/2020; 10 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BOOKKEEPING AND CASE WORK WITH OTHER AGENTS. COMMONS OFFICE; NON INVESTMENT RELATED; 563 BIELENBERG DR, WOODBURY, MN 55125; COMMERCIAL REAL ESTATE MANAGEMENT; OFFICER; STARTED O2/2021; 1 HOUR/MONTH DEVOTED; 1 HOUR/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER COMMERCIAL REAL ESTATE MANAGEMENT. Structured Administration LLC, 4476 Palm Grove Drive, Las Vegas, NV 89120; Refers business owners selling their businesses to them. They do tax mitigation. Start date of 12/2024. Not investment related. .5 hours a month dedicated to this. Splitting admin fee if the client hires them
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-21 |
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