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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-10-21 |
| MN | RA | APPROVED | 2020-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Watch | Woodbury | MN | 08/2016 | 02/2017 |
| Regal Investment Advisors, Llc | Kentwood | MI | 02/2017 | 01/2020 |
| Vip Financial Associates | Woodbury | MN | 07/2016 | Present |
| The Eagle Team | Woodbury | MN | 07/2016 | Present |
| Retirement Wealth Advisors, Inc. | Woodbury | MN | 01/2020 | Present |
VIP FINANCIAL ASSOCIATES; INVESTMENT RELATED; 563 BIELENBERG DR., SUITE 105, WOODBURY, MN 55125; INVESTMENT ADVISORY AND INSURANCE; FINANCIAL ADVISOR; STARTED 07/2016; 80 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND OFFER INVESTMENT ADVISORY SERVICES. THE EAGLE TEAM; INVESTMENT RELATED; 563 BIELENBERG DR., SUITE 105, WOODBURY, MN 55125; INSURANCE; INSURANCE AGENT; STARTED 07/2016; 80 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-16 |
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