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7261 Ohms Lane, Edina, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-22 |
| TX | RA | APPROVED | 2017-04-10 |
| MN | RA | APPROVED | 2014-01-29 |
Branch Locations
7261 Ohms Lane, Edina, MN 55439 • United States
Henderson, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahill Financial Advisors, Inc. | Edina | MN | 07/2006 | Present |
1) Bull Moose Patrol, LLC: I am co-owner in an LLC, "Bull Moose Patrol", with my wife, Linda Oeth. This company engages in outdoor education and guided adventures. It is not investment related. My title is "Head Guide and Instructor." Bull Moose Patrol address is at my private residence in Hendersonville, TN 37075. The business was formed on 02/18/2014. I estimate that I devote between 20-100hrs. per month to Bull Moose Patrol, and less than 2 hours per month are devoted to this business during securities trading hours. This is primarily writing digital content for our blog (www.BullMoosePatrol.com), and speaking and teaching at outdoor shows and events. The vast majority of this time is evenings (writing), and weekends (speaking, teaching, guiding). 2) Teaching, Speaking Engagements and Expert Witness Participation: I engage, on an occasional basis, in speaking at financial planning and investment-related conferences, teaching financial planning and investment strategies for financial professionals, as a guest speaker at financial planning and investment conferences, and as an expert witness for financial matters in court or arbitration. I estimate that I devote between 0-10 hours per month to this activity, with 0-5 hours spent during securities trading hours. This is not a registered business with a name or address. I have been engaging in these activities since 2003. 3) Cahill Real Estate Holdings, LLC Cahill Real Estate Holdings, LLC is an LLC established for the sole purpose of purchasing an office building to rent to Cahill Financial Advisors, Inc. It is not an investment-related entity. The address is 7261 Ohms Lane, Edina, MN 55439. My position is to own a member's share of the assets and liabilities associated with the purchasing and renting of the building. This business, and my relationship to the business, began in April of 2015. I devote less than 0-1 hour per month to the business overall, and 0-1 hour per month during securities trading hours. My duties are shared with the three other member owners, and include an annual member's meeting and decisions on repairs and maintenance of the building.
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