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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-04 |
Branch Locations
14091 Baxter Drive Suite 104 [Satellite], Baxter, MN 56425 • 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 |
|---|---|---|---|---|
| Eagle Bank | Glenwood | MN | 08/2012 | 04/2017 |
| Securities America Inc | Glenwood | MN | 07/2015 | 04/2017 |
| Usadvisors Wealth Management | Glenwood | MN | 04/2016 | 04/2017 |
| Raymond James Financial Services, Inc. | Brainerd | MN | 04/2017 | 08/2023 |
| Bremer Bank | Baxter | MN | 04/2017 | 08/2023 |
| Raymond James Financial Services Advisors Inc. | Brainerd | MN | 04/2017 | 08/2023 |
| Wells Fargo Advisors Financial Network, Llc | Baxter | MN | 08/2023 | Present |
CAPSTONE FINANCIAL GROUP, LLC, INVT RELATED, BAXTER, MN, 33.3% OWNERSHIP, START DATE 8/4/2023, 173 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-21 |
| S66 | Uniform Combined State Law Examination | 2003-01-22 |
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