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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
| MN | RA | APPROVED | 2025-03-25 |
Branch Locations
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windham Capital Management | Boston | MA | 05/2014 | 02/2017 |
| T. Rowe Price | Baltimore | MD | 04/2017 | 09/2020 |
| Halo Investing | Minneapolis | MN | 09/2020 | 04/2022 |
| Ksi Financial | Edina | MN | 05/2022 | 10/2022 |
| Ksi Financial | Edina | MN | 05/2022 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Minnetonka | MN | 01/2023 | 03/2025 |
| Wells Fargo Bank, Na | Minnetonka | MN | 12/2022 | 03/2025 |
| Focus Financial Network Inc. | Burnsville | MN | 03/2025 | Present |
| Osaic Wealth Inc. | Burnsville | MN | 03/2025 | Present |
1. 03/2025 Independent Licensed Insurance Agent; Investment Related; Burnsville/MN; Life Insurance 2. Focus Financial; Yes; 350 West Burnsville Parkway Burnsville MN 55337; RIA; Financial Advisor; Financial Advisor; 3/2025; 160; 130; Providing financial planning and advice services to clients. 3. WEP POSITION: Financial Advisor NATURE: S -Corp INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/17/2025 ADDRESS: 350 W Burnsville Parkway, Burnsville MN 55337, United States DESCRIPTION: I'm registered with RIA as a Financial Advisor and WEP is how I get paid. 4. FOCUS FINANCIAL INC POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/17/2025 ADDRESS: 350 W Burnsville Parkway, 350 W Burnsville Parkway, Burnsville MN 55337, United States DESCRIPTION: Educate clients on their insurance options and provide them with information as it relates to needs and coverage. 5. FOCUS FINANCIAL NETWORK INC POSITION: Financial Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/17/2025 ADDRESS: 350 W Burnsville Parkway, Burnsville MN 55337, United States DESCRIPTION: Provide clients with financial planning services and advice. Investment management services, risk management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-02 |
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