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200 Southdale Center, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-22 |
Branch Locations
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 |
|---|---|---|---|---|
| The Ordway For Performing Arts | St. Paul | MN | 09/2022 | 01/2023 |
| Secured Retirement Advisors, Llc | St. Louis Park | MN | 01/2023 | 08/2024 |
| Lpl Financial, Llc | Bloomington | MN | 11/2024 | 01/2026 |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 02/2014 | 01/2023 |
| Contego Capital Group, Inc. | Edina | MN | 01/2026 | Present |
1) 10/2024 - Cavalier Tax Support, LLC / Tax Prep/Accounting/CPA / Inv. Related / Bloomington MN 55437 / Start date 09/01/2024 - 5 hrs per month - 5 % Time Spent 2) 10/2024 - Betty J. Albitz, Inc. / DBA for LPL Business (entity for LPL business) / Inv. Related / Bloomington MN 55437 / Start date 10/14/2024 - 5 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
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