Jake Peter Anderson

Current Employers

Employment History

• 03/2016 → 11/2024
  Financial Dimensions Group, Inc.
  Arden Hills, MN
• 12/2015 → 04/2020
  Royal Alliance Associates, Inc.
  Arden Hills, MN
• 05/2020 → Present
  Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
  Arden Hills, MN

Previous Registrations

• 2016-11-22 → 2024-11-01
  Financial Dimensions Group, Inc.
  Arden Hills, MN

Other Businesses

1. FINANCIAL DIMENSIONS GROUP INC. POSITION: Registered Assistant to Investment Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2016 ADDRESS: 6 Pine Tree Drive, Suite 300, Arden Hills MN 55112, United States DESCRIPTION: Selling insurance, running ledgers, servicing existing policies, proposing products 2. JAKE ANDERSON POSITION: Self Employed Insurance Agent NATURE: Individual and Independent Insurance Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/31/2015 ADDRESS: 6 Pine Tree Drive, Suite 300, Arden Hills MN 55112, United States DESCRIPTION: Sell Life, LTC, and Disability Insurance to individuals and businesses. 3. PETER ANDERSON POSITION: Financial Advisor NATURE: I work for and with Peter Anderson who is another advisor. I work for him as a sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2016 ADDRESS: 6 Pine Tree Drive, Suite 300, Arden Hills MN 55112, United States DESCRIPTION: I work for and with Peter Anderson assisting him in servicing clients, preparing reports, and assisting with investment research. Essentially I am employed to work alongside and for Peter regarding all aspects of financial planning in order to better service and more frequently work with our clients.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-08

Designations