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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MN | RA | APPROVED | 2013-11-21 |
Branch Locations
1651 Commerce Drive Suite 100, North Mankato, MN 56003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 09/2012 | Present |
| Pratt, Kutzke & Associates, Llp | North Mankato | MN | 09/2012 | 07/2020 |
| Pratt Wealth Managment | North Mankato | MN | 07/2020 | Present |
1. Fixed insurance sales; as of 07/16/2012; Less than 1% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Pratt Financial Inc, a private entity involved in the administration of securities business; as of 07/16/2012; conducted at branch location; investment related. 3. Owner, Pratt Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; as of 06/01/2020; 1% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, B Pratt Properties, LLC, an entity created for the purpose of owning branch office property, as of 12/01/2020; 1% time spent during business hours; Conducted at branch; Investment related. 5. Co-Owner, BD Pratt Properties, LLC, an entity created for the purpose of buying and managing commercial real estate in North Mankato, MN, as of 03/02/2022; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-24 |
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