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Joshua William Weston Mckinley

Twig Asset Management, LLC

Eden Prairie, MN

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Current Employers
Twig Asset Management, Llc

7300 Ontario Boulevard, Eden Prairie, MN 55439 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2019-12-31
  • MN RA
    APPROVED
    Since 2019-12-31

Branch Locations

7300 Ontario Boulevard, Eden Prairie, MN 55439 • 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
Aei Fund Management St. Paul MN 11/2013 Present
Twig Asset Management Minneapolis MN 07/2012 Present
Third Seven Capital, Llc Dba Four Springs Capital Lake Como, Nj NJ 02/2021 Present
  • 11/2013 → Present
    Aei Fund Management
    St. Paul, MN
  • 07/2012 → Present
    Twig Asset Management
    Minneapolis, MN
  • 02/2021 → Present
    Third Seven Capital, Llc Dba Four Springs Capital
    Lake Como, Nj, NJ
Previous Registrations
  • 2018-03-23 → 2019-12-31
    Eden Prairie, MN
  • 2009-12-09 → 2012-08-15
    The Mutual Fund Store
    Maple Grove, MN
Other Businesses

TWIG ASSET MANAGEMENT LLC (A MN RIA FIRM) LOCATED AT 7033 EDENVALE BOULEVARD, EDEN PRAIRIE, MN 55345. I AM A MEMBER SINCE 9/1/2012, Originally 50% OWNERSHIP but as of 1/1/2019 100% ownership. NO ACTIVE DAILY DUTIES ARE REQUIRED, NO ACTIVE CUSTOMER SOLICITATION, ONLY AD HOC FINANCIAL PLANNING ADVICE MAY BE PROVIDED TO CLIENT RELATIONSHIPS THAT PRE-EXIST MY REGISTRATION WITH AEI SECURITIES, INC., ALL OF WHICH ACTIVITY DOES NOT PERTAIN TO THE BUSINESS OF AEI SECURITIES, INC. THERE ARE NO SALE OF SECURITIES OR ASSET CUSTODY SERVICES PROVIDED. NO COMMISSIONS ARE PAID OR RECEIVED. I PARTICIPATE IN LLC NET REVENUES, IF ANY. FOUR SPRINGS CAPITAL TRUST 02/2022 INVESTMENT RELATED UPREIT AND REAL ESTATE SALES 10+ HOURS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-07-08
S66 Uniform Combined State Law Examination 2003-11-13
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08
  • S66 Uniform Combined State Law Examination
    2003-11-13
Other Names
  • Josh Mckinley

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