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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-07 |
| MN | RA | APPROVED | 2018-10-31 |
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 |
|---|---|---|---|---|
| North Star Consultants, Inc. | Minneapolis | MN | 05/2004 | 10/2018 |
| Securian Financial Services, Inc. | St Paul | MN | 05/2004 | 10/2018 |
| Cri Securities, Inc. | St Paul | MN | 05/2004 | 10/2018 |
| Minnesota Life Insurance Company | St Paul | MN | 05/2004 | Present |
| Integrated Equity Management, Inc. | Bloomington | MN | 07/2016 | 07/2017 |
| Fortune Financial | Minnetonka | MN | 07/2017 | 10/2018 |
| Mutual Advisors, Llc. | Casper | WY | 10/2018 | Present |
1. Peak Design Lifecycle Partnership, Start Date: 05/2016, 2325 3rd St, Ste. 410, San Francisco, CA 94107, Partnership, An entity to facilitate a buy/sell agreement of Peak Design in the even of the owner's death, Partner/Share is 1/6 Owner, No duties - The entity pays for a life insurance policy every year and that is it, the Policy is written on Peter Dering, the owner of Peak Design, the parent company of this partnership, the life insurance policy is there to provide liquidity to the successor owners of Peak Design, Premium is $3669/year, Not Investment Related, 0 hours per month, 0 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-23 |
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