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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| FL | RA | APPROVED | 2025-02-03 |
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
539 Bielenberg Drive Suite 210, Woodbury, MN 55125 • United States
Ft. Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gt Financial Advisors | Woodbury | MN | 01/2014 | Present |
| Woodbury Financial Services, Inc. | Woodbury | MN | 01/2014 | 01/2024 |
| Osaic Wealth, Inc. | Woodbury | MN | 01/2024 | Present |
1. GT FINANCIAL ADVISORS, LLC POSITION: Insurance Producer NATURE: Sells Life and Traditional Insurance products and Fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/10/2017 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Sells Life and Traditional Insurance products and Fixed annuities 2. JESSICA GREENIG LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2023 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Administrative LLC - no business 3. GT TRUST & ESTATE PLANNING, LLC POSITION: Associate NATURE: LLC - Legal Practice INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2026 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Net worth statement preparation and client communication
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-24 |
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