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3065 Center Pointe Drive Suite 2, Roseville, MN 55113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-11-04 |
Branch Locations
3065 Center Pointe Drive Suite 2, Roseville, MN 55113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Roseville | MN | 06/2008 | Present |
| Guzek Asset Management | Roseville | MN | 09/2012 | 09/2020 |
| Lgm Wealth Management /Lpl | Bloomington | MN | 06/2008 | 10/2019 |
| Summit Investment Advisory Services, Inc | Roseville | MN | 11/2020 | Present |
1. Summit Investment Advisors - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 11/4/2020 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Summit Investment Advisors, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. Registered Representative of LPL Financial; Investment Related: Yes; Same Address; Since 06/2008. 3. Insurance Sales; Not Investment Related; Same Address; 10% of time spent per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-09 |
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