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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2022-01-31 |
| CO | RA | APPROVED | 2018-06-06 |
| TX | RA | APPROVED | 2018-06-06 |
Branch Locations
Rapid City, SD • United States
225 Union Blvd, Suite 150, Lakewood, CO 80228 • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 01/2012 | 11/2017 |
| Financial Security Management, Inc | Lakewood | CO | 05/2014 | 05/2018 |
| Peak Advisory Group, Llc | Lakewood | CO | 05/2018 | Present |
| Advisornet Wealth Management | Minneapolis | MN | 05/2018 | Present |
1) Insurance agent appointed with various life, disability or other insurance companies, receive commissions, about 10% of his time spent on Insurance 2) Prepares tax returns, compensated for services, about 25% of his time spent on tax services 3) Retail/online resale via arbitrage. Start Date: 11/19/2018. Approx. number of hours a month: 8
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-31 |
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