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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-07-11 |
Branch Locations
11980 Portland Ave S, Burnsville, MN 55337 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-16 |
Branch Locations
11986 Portland Ave S, Burnsvills, MN 55337 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Burnsville | MN | 02/2008 | 10/2017 |
| Independent Financial Group, Llc | Burnsville | MN | 09/2017 | 08/2023 |
| Kusske Financial Management, Inc. | Burnsville | MN | 09/2000 | 10/2018 |
| Kusske Financial, Inc | Burnsville | MN | 10/2018 | Present |
| Gallagher Fiduciary Advisors, Llc | Burnsville | MN | 06/2023 | Present |
| Gallagher Fiduciary Advisors Llc | Burnsville | MN | 07/2023 | Present |
| Triad Advisors | Norcross | GA | 08/2023 | 08/2024 |
| Osaic Wealth, Inc. | Burnsville | MN | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-08 |
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