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683 Bielenberg Drive Suite 101, Woodbury, MN 55125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-02-07 |
Branch Locations
683 Bielenberg Drive Suite 101, 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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 09/1988 | Present |
| M Holdings Securities, Inc. | Portland | OR | 04/2009 | Present |
| Legacy Wealth, Llc | Woodbury | MN | 04/2009 | Present |
| Legacy Wealth Asset Management, Llc Dba Legacy Wealth | Woodbury | MN | 02/2020 | Present |
1) Bethel University; 3900 Bethel Drive, St. Paul MN 55112; 2014; Board of Trustees; Not investment related; 5 hours/month; 3 hours/month during business hours; No compensation. 2) Hope Academy; 2300 Chicago Avenue, Minneapolis, MN 55404; 2004; Board Member; General duties, including fundraising; Not investment related; 5 hours/month; 0 hours/month during business hours; No compensation. 3) Legacy Wealth Asset Management, LLC; 683 Bielenberg drive, Suite 101, Woodbury, MN 55125; 02/07/2020; Financial Advisor; Wealth management, financial planning services; Investment related; 160 hours/month; 160 hours/month during business hours; Ownership, commissions, wages/salary/tips. 4) New Life Academy; 6758 Bailey Rd, Woodbury, MN 55129; 03/01/2021; Governor; Provide ongoing strategic advice as it pertains to their budget, tuition, leadership team, spiritual formation, and more; Not Investment Related; 4 hours/month; 4 hours/month during business hours; No Compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-04 |
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