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1220 28Th Avenue North, Fargo, ND 58102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-01 |
| TX | RA | APPROVED_RES | 2011-01-20 |
| ND | RA | APPROVED | 2006-07-05 |
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 |
|---|---|---|---|---|
| Classic Asset Management Llc D/B/A Financial Strategies Group | Fargo | ND | 06/2006 | Present |
| Classic Llc | Fargo | ND | 01/2013 | 04/2024 |
| Classic Holdings Llc | Fargo | ND | 09/2011 | Present |
| Secure Asset Management | Fargo | ND | 02/2024 | Present |
| Aurora Securities Inc. | Lakewood | CO | 02/2024 | Present |
1) Investment advisory business through Classic Asset Management, LLC. 2) Ministerial Formation Certification Agency, 8303 Alondra Blvd, Suite C, Paramount CA 90723. Serves as a member of the RCSC Certification Committee that supervises and interviews seminary candidates and students who seek ordination in the RCA and choose to attend seminaries not affiliated with the denomination. Started January 2018; Approx. 4 hours per month with none during trading hours. 3) Classic Holdings, LLC; Non-investment related; 1220 28th Ave N, Fargo, ND 58102; Holding Company; Managing Member; Started 09/2011; Less than 1 hour per month all during trading hours; Member of the Board of Directors of the Holding Company; 4) Secure Asset Management; Investment-related; 1220 28th Ave N, Fargo, ND 58102; Investment Advisor Representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-22 |
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