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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-31 |
| FL | RA | APPROVED | 2022-09-30 |
| MN | RA | APPROVED | 2022-09-12 |
Branch Locations
1005 Hennepin Ave. S., Glencoe, MN 55336 • United States
418 South Minnesota Ave. Suite 10, St. Peter, MN 56082 • United States
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 |
|---|---|---|---|---|
| The Signpost | Glencoe | MN | 09/1999 | 07/2020 |
| Schad, Lindstrand & Schuth Ltd | Glencoe | MN | 11/2007 | 11/2023 |
| Avantax Investment Services, Inc. | Glencoe | MN | 12/2007 | 09/2022 |
| Avantax Advisory Services | Glencoe | MN | 01/2014 | 09/2022 |
| Mutual Of Omaha | Omaha | NE | 12/2016 | Present |
| Kansas City Life | Kansas City | MO | 06/2017 | Present |
| Sls Inc | Glencoe | MN | 11/2007 | 11/2023 |
| Avantax Insurance Agency, Llc | Glencoe | MN | 12/2019 | 09/2022 |
| Valmark Securities, Inc. | Akron | OH | 09/2022 | Present |
| Valmark Advisers, Inc. | Akron | OH | 09/2022 | Present |
1.) Kansas City Life~ Not Investment Related~3520 Broadway~Kansas City~MO~64111~Insurance Agent~Insurance Sales Agent~6/23/2017~1-5 hrs~Sales of fixed life insurance./// 2.) Mutual of Omaha~ Not Investment Related~3300 Mutual of Omaha Plaza~Omaha~NE~68175~Insurance Agent~Insurance Sales Agent~12/6/2016~1-5 hrs~LTC Insurance Sales./// 3.) United Life Insurance Co~'Not Investment Related~200 1st Street SE, Ste. 1300~Cedar Rapids~IA~52401~Insurance Agent~Other~7/2/2012~1-5 hrs~Insurance sales agent./// 4.) Harvest Community Church, 700 1st Ave No, Lester Prairie, MN 55354; Church; Elder/Treasurer; Operating in a three-year term as elder with a one-year position as Treasurer; NOT Investment Related; Start Date 4/1/2025; Approximately 6-10 hrs. per month; Volunteer position, no compensation./// 5.) AFEA - American Financial Education Alliance; 8514 McAlpine Park Dr. STE 280, Charlotte, NC 28211; Financial Education; Elder/Treasurer; Chapter President / Instructor; NOT Investment Related; Start Date 04/01/2025; Approximately 1-5 hrs. per month; no compensation./// 6.) The Signpost, LLC; 313 Edgewood Dr. So., Glencoe, MN 55336; Sign Manufacturing and Sales; Partner; Owner and Operator involved in sales, manufacturing and installation of signs; NOT Investment Related; Start Date 07/07/2025; As owner I contributed in the purchase of the business and will share the profits as a 33.34% owner; Approximately 1-5 hrs. per month; Ownership distribution of profits.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-09 |
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