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199 Coon Rapids Blvd, Suite 101, Coon Rapids, MN 55433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-09-30 |
Branch Locations
199 Coon Rapids Blvd, Suite 101, Coon Rapids, MN 55433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Rogers | MN | 10/2011 | 09/2016 |
| Lifestage Wealth Management, Inc. | Coon Rapids | MN | 10/2016 | Present |
LIFESTAGE WEALTH MANAGEMENT, INC.-Y-199 COON RAPIDS BLVD, STE 101, COON RAPIDS, MN 55433-INVESTMENT ADVISORY-INVESTMENT ADVISOR REPRESENTATIVE-09/30/2016-120-120-PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES. 3 RIVERS COMPANY LLC-N-199 COON RAPIDS BLVD, STE 101, COON RAPIDS, MN 55433-TAX, ACCOUNTING, AND INSURANCE-OWNER/PRESIDENT-10/01/2016-140-80-TAX PREPARATION, BUSINESS CONSULTING, AND INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-11 |
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