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3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-05 |
Branch Locations
3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Perspectives | Plymouth | MN | 01/2011 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2013 | Present |
INSURANCE SALES - LIFE, HEALTH - 3025 HARBOR LANE N SUITE 200, MINNEAPOLIS, MN 55447 - 02/2006 FINANCIAL PERSPECTIVES INC. - RIA - 3300 Fernbrook Lane N, Suite 250, MINNEAPOLIS, MN 55447 - FINANCIAL PLANNER - 01/2011 RHS BACK COURT CLUB - Not investment-related, 3335 142nd St. W, Fundraiser, Treasurer, 1/1/2025, 4, 0. Duties: Review financial, cash flow, and annual budget.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-06 |
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