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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2005-11-29 |
Branch Locations
1241 Prairie Parkway Suite #100, West Fargo, ND 58078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | West Fargo | ND | 02/2005 | Present |
| Lauritsen Financial | West Fargo | ND | 01/2005 | 06/2019 |
| Retirement Planners | West Frago | ND | 06/2019 | Present |
1) DBA:RETIREMENT PLANNERS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) PRESIDENT:WEST FARGO ADVISORS LLC. 4) LAURITSEN LAND & CATTLE COMPANY-OWNER. 5) WEST FARGO PARK DISTRICT-COMMISSIONER. 6) LUTHERAN CHURCH OF THE CROSS FOUNDATION BOARD-BOARD MEMBER. 7) WEST FARGO EXCHANGE CLUB-BOARD MEMBER. 8) WEST FARGO PARKS FOUNDATION-BOARD MEMBER. 9) LAURITSEN FINANCIAL LLC-OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-30 |
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