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29670 440Th Ave, Aitkin, MN 56431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Next Financial Group Inc | Aitkin | MN | 03/2006 | Present |
| Kodiak Investment Management | Aitkin | MN | 03/2010 | Present |
1)KODIAK INVESTMENT MANAGEMENT (DBA, CORP); INVESTMENT SALES, INSURANCE, ADVISORY; 70% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; $100K/YR COMP 2) Zenke Estate Planning and Elder Law PLLC Legal ACTIVITES; 30% TIME SPENT ; full OWNERSHIP; COMP 3) ST. JOHNS LUTHERAN CHURCH (NON PROFIT); PRESIDENT; 5% TIME SPENT ; NO OWNERSHIP; NO COMP 4) UNIVERSITY OF PHOENIX (CORP); TEACHER, EMPLOYEE; 20% TIME SPENT; NO OWNERSHIP; CONTINUOUS TERM; COMP VARIES 5) WOODS @ OTTERBELLY TOWNHOME ASSOCIATION (NON PROFIT); PRESIDENT/OFFICER; 1% TIME SPENT; NO OWNERSHIP; CONTINUOUS TERM; NO COMP 6) CEDAR LAKE NORWEGIAN LUTHERAN CHURCH (NON PROFIT); TREASURER/OFFICER; 1% TIME SPENT; NO OWNERSHIP; CONTINUOUS TERM; NO COMP
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-16 |
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