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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-11 |
| TX | RA | APPROVED | 2026-06-11 |
Branch Locations
2 Carlson Parkway N Suite 320, Plymouth, MN 55447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Edina | MN | 02/2011 | 02/2017 |
| Dba - Tradition Wealth Management | Edina | MN | 02/2011 | 02/2017 |
| Lpl Financial, Llc | Plymouth | MN | 03/2017 | Present |
| Strategic Wealth Group Registered Investment Advisors, Llc | Plymouth | MN | 03/2017 | Present |
| Jon T. Kattke, Sole Proprietor | Plymouth | MN | 12/2008 | Present |
| Massmutual Life Insurance Co | Plymouth | MN | 06/2026 | Present |
| Mml Investors Services, Llc | Plymouth | MN | 06/2026 | Present |
(1) NAME: SOLTERRA LAND LLC INV REL: Y ADD: RESIDENTIAL NATURE: REAL ESTATE OWNER POSITION: OWNER START DATE: 09/11/2020 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DUTIES: BUY AND SELL RAW LAND IN THE U.S. (2) NAME: ASPIRE INV REL: Y ADD: 2 CARLSON PKWY N, PLYMOUTH, MN 55447 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 04/04/2016 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DUTIES: LIFE, DISABILITY, LONG TERM CARE, FIXED ANNUITIES, AND HEALTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-02 |
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