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7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-08-11 |
| TX | RA | APPROVED | 2016-08-11 |
Branch Locations
684 Excelsior Blvd Suite 230, Excelsior, MN 55331 • United States
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Minnetonka | MN | 08/2016 | Present |
| Strategic Wealth Group Registered Investment Advisors, Llc | Minnetonka | MN | 08/2016 | Present |
| Jonathan Rienstra, Sole Proprietor | Minnetonka | MN | 10/2009 | Present |
1. 08/02/2016 - Arch Asset Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/18/2016. 2. 08/02/2016 - JDR Summit Investments, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 7/18/2016. 3. 08/02/2016 - No Business Name - Not Investment Related - Chaska, MN - Real Estate Rental - Started 7/18/2016. 4. 08/02/2016 - No Business Name - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 7/18/2016 - Time Spent 20%. 5. 8/23/2016 - STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - DBA: (Hybrid) Arch Asset Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 7/18/2016 - Time Spent 50%. 6. 10/10/2017 - STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - DBA: (Hybrid) STRATEGIC WEALTH GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 7/18/2016 - 80 Hours Per Month - Time Spent 50% - I provide investment advisory services through STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 07/2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-26 |
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