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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-21 |
| FL | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
539 Bielenberg Drive Suite 210, Woodbury, MN 55125 • United States
Ft. Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gt Financial Advisors | Woodbury | MN | 02/2017 | Present |
| Woodbury Financial Services | Oakdale | MN | 07/2013 | 02/2017 |
| Woodbury Financial Services Inc | Woodbury | MN | 04/2017 | 01/2024 |
| Osaic Wealth, Inc. | Woodbury | MN | 01/2024 | Present |
1. GT FINANCIAL ADVISORS POSITION: OPERATIONS MANAGER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 02/16/2017 ADDRESS: 539 BIELENBERG DR STE 210 WOODBURY MN 55125 DESCRIPTION: CLIENT SERVICE, PROCESSING(MAILING & SCANNING)CLIENT NEW ACCT AND EXISTING ACCT PPWK, FILING CLIENT STATEMENTS, ANSWERING PHONES, SCHEDULING MEETINGS 2. BROCK ECKMAN LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2023 ADDRESS: 539 Bielenberg Dr ste 210 Woodbury MN 55125 DESCRIPTION: Administrative LLC - No Business 3. GT TRUST & ESTATE PLANNING, LLC POSITION: Associate NATURE: LLC - Legal Practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2026 ADDRESS: 539 Bielenberg Dr, Ste 210, Woodburuy MN 55125, United States DESCRIPTION: Net worth statement preparation and client communication
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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