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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-07-25 |
Branch Locations
3600 American Blvd. West, Ste. 500, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc. | Minneapolis | MN | 07/2010 | 09/2016 |
| Mutual Of America Life Insurance Company | Bloomington | MN | 09/2016 | 10/2020 |
| Mutual Of America Securities Llc | Bloomington | MN | 09/2016 | 05/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 07/2021 | 11/2021 |
| Kestra Investment Services Llc | Bloomington | MN | 11/2021 | 03/2022 |
| Gallagher Fiduciary Advisors, Llc | Bloomington | MN | 04/2022 | Present |
| Osaic Wealth, Inc. | Bloomington | MN | 08/2024 | Present |
1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Retirement Plan Consultant Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Retirement Plan Consultant Start Date: 11/10/2021 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-08 |
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