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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Bellevue | WA | 09/2014 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 07/2022 |
| Ameriprise Financial Services, Llc | Snoqualmie | WA | 04/2024 | Present |
| Freeman Lundt, Llc | Fox Island | WA | 07/2022 | 06/2023 |
| Freeman Lundt, Llc | Fox Island | WA | 07/2023 | 04/2024 |
Outside Employment; Freeman Lundt; As Dir. of Business Transition, I help business owners facilitate the sale of their business. We help develop a range of value we see based on market variables and their timeline goals and then we develop marketing material and develop a private market for the business through our connections of buyers, attorneys, CPA's, lenders, insurance brokers, private equity firms, family offices, etc. We then help concierge the process through closing, coordinating the various deal team professionals on all sides to ensure a successful transaction.; As Dir. of Business Transition, I help business owners facilitate the sale of their business. We help develop a range of value we see based on market variables and their timeline goals and then we develop marketing material and develop a private market for the business through our connections of buyers, attorneys, CPA's, lenders, insurance brokers, private equity firms, family offices, etc. We then help concierge the process through closing.; 1046 Papago Dr., , Fox Island, WA, 98033; Not Investment-Related; 07/01/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-01 |
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