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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-08 |
| MT | RA | APPROVED | 2024-09-24 |
| TX | RA | APPROVED_RES | 2024-09-24 |
Branch Locations
3178 Gabel Road, Ste. 1, Billings, MT 59102 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Billings | MT | 12/2015 | 08/2020 |
| True North Financial | Billings | MT | 08/2020 | 12/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2021 | 01/2021 |
| Cwm, Llc | Omaha | NE | 09/2024 | Present |
| Carson Wealth - True North Financial | Billings | MT | 09/2024 | 01/2026 |
| Carson Wealth | Billings | MT | 01/2026 | Present |
NAME OF BUSINESS: Motivational Tubing LLC NATURE: Race Car Chassis, Components, CNC Part Machining & Production START: 08/15/2025 POSITION: Owner APPX. HRS/MONTH: 32 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Oversight of Operational Workflows NAME OF BUSINESS: Envint LLC 2005 NATURE: LLC formed for marketing of a US Patent obtained START: 06/26/2006 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: No activities conducted; managerial oversite only. NAME OF BUSINESS: SS Capital Corp 2022 NATURE: Tax entity formed due to Independent Contract Status START: 10/20/2022 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: No activities; managerial oversite NAME OF BUSINESS: Billings Walk to Emmaus NATURE: Walk to Emmaus develops Christian leaders/disciples by inspiring and challenges adult church members in Christian action in their homes, churches, work places, and communities. START: 08/01/2022 POSITION: Board of Director APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: As active member of the board, I support the activities/mission of Walk to Emmaus including development of the annual retreat. NAME OF BUSINESS: Skaar Property, LLC NATURE: Commercial Property START: 10/31/2025 POSITION: Owner APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manage & Maintain Property FIXED INSURANCE NATURE: Insurance START: 10/23/2025 APPX. HRS/MONTH: 6 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-05 |
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