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Brian Westfall Lahr

One Life Financial Group, Inc.

White Bear Lake, MN

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Current Employers
One Life Financial Group, Inc.

White Bear Lake, MN • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-06-14
MN RA APPROVED 2015-12-23
  • TX RA
    APPROVED_RES
    Since 2016-06-14
  • MN RA
    APPROVED
    Since 2015-12-23

Branch Locations

White Bear Lake, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Life Financial Group, Inc. White Bear Lake MN 12/2015 Present
Lahr Family Farm White Bear Lake MN 03/2018 12/2024
Clover Financial Technologies, Llc White Bear Lake MN 08/2018 12/2024
  • 12/2015 → Present
    One Life Financial Group, Inc.
    White Bear Lake, MN
  • 03/2018 → 12/2024
    Lahr Family Farm
    White Bear Lake, MN
  • 08/2018 → 12/2024
    Clover Financial Technologies, Llc
    White Bear Lake, MN
Previous Registrations
  • 2014-01-08 → 2015-12-28
    Cetera Wealth Services, Llc
    Minnetonka, MN
    Hugo, MN
  • 2014-01-29 → 2015-12-28
    Advisornet Wealth Partners
    Minnetonka, MN
  • 2007-01-12 → 2007-12-31
    Marathon Advisors, Inc
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-14
S66 Uniform Combined State Law Examination 2003-09-02
  • S65 Uniform Investment Adviser Law Examination
    2016-07-14
  • S66 Uniform Combined State Law Examination
    2003-09-02

View on SEC IAPD

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