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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-07 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
400 Hwy 169 S. Suite 200, Minneapolis, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 10/2013 | 04/2018 |
| American Financial Marketing (Dba Truchoice Financial) | St Louis Parker | MN | 07/2012 | Present |
| Questar Asset Management | Minneapolis | MN | 04/2015 | 04/2018 |
| Capital Asset Advisory Services | Haslett | MI | 04/2018 | 12/2021 |
| The Leaders Group, Inc. | Littleton | CO | 07/2019 | 12/2025 |
| Usa Financial Securities | Ada | MI | 01/2026 | Present |
1.) TRUCHOICE - 400 Highway 169 South Suite 200, Minneapolis MN 55426 - Start date 07/01/2012. Senior Vice President. Provide sales and marketing support to independent insurance agents and financial professionals in connection with the sale of annuities and life insurance products. Not investment related. 200 hours per month devoted to business. 200 hours per month devoted during securities trading hours. 2.) INDEPENDENT INSURANCE AGENT - 10068 Fox Run Road, Woodbury, MN 55129 Start date 07/01/2012. Identify client needs, identify potential annuity or life insurance solutions, recommend products. Investment related. 5 hours per month devoted to business. 5 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-12 |
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