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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-29 |
| MN | RA | APPROVED | 2024-06-14 |
Branch Locations
9301 Bryant Ave South Suite 101, Bloomington, MN 55420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha Insurance Company | Eau Claire | WI | 06/1995 | 03/2021 |
| Mutual Of Omaha Investor Services, Inc. | Eau Claire | WI | 06/1995 | 03/2021 |
| Securities America, Inc. | Savage | MN | 03/2021 | 06/2024 |
| Securities America Advisors | Savage | MN | 03/2021 | 06/2024 |
| Osaic Wealth, Inc. | Savage | MN | 06/2024 | Present |
1. FUTURITYFIRST POSITION: Sales NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/05/2021 ADDRESS: 9301 Bryant Ave South, Suite 101, Bloomington MN 55420, United States DESCRIPTION: Selling insurance products 2. VOLUNTEER ON THE BURNSVILLE, MN, CHAMBER OF COMMERCE PUBLIC POLICY COMMITTEE POSITION: Volunteer on a committee NATURE: Volunteer on the Burnsville, MN, Chamber of Commerce Public Policy committee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2021 ADDRESS: 350 Burnsville Pkwy #629, Burnsville MN 55337, United States DESCRIPTION: Share ideas on how to improve the chambers relationships with local business owners. 3. CABIN RENTAL POSITION: Own the property NATURE: Rental of Cabin INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2021 ADDRESS: 1685 Kavanaugh Dr, #6144, E Gull Lake MN 56401, United States DESCRIPTION: Our family cabin will be available to the resorts rental pool. The resort handles all management responsibilities. I would expect 10-15 different renters each year....We don't know any of the renters. 4 .FINANCE COUNCIL AT CHURCH POSITION: volunteer position NATURE: Finance council at my Church (St John's in Savage, MN) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021 ADDRESS: 4625 W 125th St, Savage MN 55378, United States DESCRIPTION: This is a volunteer position for my church. I would be on the church finance council. The finance council reviews P&L's, and discusses strategy for the church. The finance council reports to the Priest, and acts as advisors. This is a volunteer position, that meets one night per month. There is no investment advice.There is no responsibility to handle money/write checks/etc. 5. DBA - Legacy Financial Partners, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-17 |
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