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St. Peter, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
100 Warren Street Suite 300-107, Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management | Mankato | MN | 04/2012 | Present |
1. 08/11/2010- TAX PREP / ACCOUNTING / BOOKKEEPING, BASIC ACCOUNTING AND BOOKEEPING FOR TRUCKING COMPANY. AARON TRACKS EXPENSES SUCH AS FUEL COST AND ENTERS THEM INTO A SPREADSHEET WITCH THE COMPANY WILL UTILIZE. AARON DOES NOT DO ANY CONSULTING. NO CUSTODY OR CONTROL OF FUNDS AND NO INV ADVICE.WESTERN SPECIALIZED, INC, 10% 2. 02/09/2010 - DBA ONLY, OLSON WEALTH GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-11 |
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