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1650 West 82Nd Street Suite 870, Bloomington, MN 55431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-03-29 |
| TX | RA | APPROVED | 2018-03-29 |
Branch Locations
1650 West 82Nd Street Suite 870, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bloomington | MN | 08/2008 | 04/2018 |
| Peak Financial Consulting, Inc. | Bloomington | MN | 03/2018 | Present |
| Lpl Financial, Llc | Bloomington | MN | 02/2016 | 04/2018 |
| Lpl Insurance Associates | Bloomington | MN | 12/2007 | 04/2018 |
| Mutual Securities Inc | Camarillo | CA | 05/2018 | Present |
| Peak Financial Consulting, Inc. | Bloomington | MN | 06/2019 | Present |
1. Peak Financial Consulting, Inc., Start Date: 07/01/2019, 1650 W 82nd St., Ste. 870, Bloomington, MN 55431, S-Corp, RIA, President/Owner/CCO/CIO/CEO, Investment Advisor/CCO/CIO/CEO, Investment Related, 200 Hours per month, 8 Hours per day during trading hours. 2. MUTUAL SECURITIES, INC.; START DATED: 05/2018; CAMARILLO, CA; REGISTERED REPRESENTATIVE; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-18 |
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