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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Houston | TX | 06/2014 | 03/2018 |
| Frandsen Bank & Trust | New Ulm | MN | 01/2019 | 08/2023 |
| Intellicents Investment Solutions, Inc. | Albert Lea | MN | 07/2023 | Present |
| Unemployed | Tomball | TX | 04/2018 | 12/2018 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2024 | Present |
1. Intellicents Investment Solutions, Inc., Start Date: 08/14/2023, 100 N Broadway Ave, Albert Lea, MN 56007, Corporation, RIA, Financial Consultant, I am an Advisor for Intellicents, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. New Ulm County Club, Start Date: 11/2020, 1 Golf Drive, New Ulm, MN 56073, Corporation, Board of Directors, Board Member, I am on the Board of Directors for the country Club, We meet monthly to discuss the Country Club, we discuss staffing, operations, and monthly financials for the club, Not Investment Related, 1 Hour per month, 0 hours per day during trading hours. 3. Insurance Agent, Start Date: 09/01/2023, Insurance Agent, When Client's need Life, Health, Disability Insurance, I will sell them necessary products to suit their needs, Investment Related, 8 Hours per month, .5 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
| S66 | Uniform Combined State Law Examination | 2017-04-04 |
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