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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 09/2012 | Present |
| Pratt Kutzke And Associates, Llc | Kasson | MN | 09/2012 | 07/2020 |
| Northstar Financial Partners, Llc | Kasson | MN | 07/2020 | Present |
1. Fixed insurance sales, as an Agent, under the name 'NorthStar Financial Partners, LLC'; As of 07/13/12; 2% time spent during business hours; Conducted at branch; Investment related. 2. Enrolled Agent, MFG, Inc., a private entity est. to offer tax advice and tax preparation services to farming and business clients; As of 08/15/12; 25% time spent during business hours; Conducted at branch; Not investment related. 3. Co-Owner, CM Squared Properties, LLC, a private entity est. to own branch office building and rent office space; As of 01/01/09; 0% time spent during business hours; Conducted at branch; Investment related. 4. Authorized Signer, McKern Financial Group, Inc.; a private entity providing tax and accounting services; as of 2012; 0% of time spent during business hours; Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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