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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Strategies | Austin | MN | 10/2009 | Present |
| Wealth Watch Advisors, Llc | Austin | MN | 06/2015 | 03/2017 |
| Minnesota National Guard | Camp Ripley | MN | 03/2014 | Present |
| Rochester Fire Department | Rochester | MN | 10/2013 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 03/2017 | 06/2020 |
| Retirement Wealth Advisors, Inc. | Austin | MN | 07/2020 | Present |
SUMMIT WEALTH STRATEGIES; INVESTMENT RELATED; 1500 6TH ST NW, AUSTIN MN 55912; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 10/2009; 30 HOURS/MONTH DEVOTED; 24 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. MINNESOTA NATIONAL GUARD; NON INVESTMENT RELATED; 15000 HWY 115, BLDG. 7-1 SECTION 1, CAMP RIPLEY, MN 56345; MILITARY; STAFF SARGENT; STARTED 03/2014; 16 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSTRUCTOR/TRAINER OF SOLDIERS. ROCHESTER FIRE DEPARTMENT; NON INVESTMENT RELATED; 201 4TH ST SE, ROCHESTER MN 55904; FIRE DEPARTMENT; FIREFIGHTER; STARTED 10/2013; 200 HOURS/MONTH DEVOTED; 39 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; FIREFIGHTING AND EMS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-20 |
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