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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-11 |
| MN | RA | APPROVED | 2015-03-04 |
Branch Locations
1650 W 82Nd Street Suite 125, Bloomington, MN 55431 • United States
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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Minnetonka | MN | 11/2014 | Present |
| Focus Financial | Minneapolis | MN | 01/2015 | Present |
1. FOCUS FINANCIAL NETWORK POSITION: Investment Advisor Representative NATURE: Corporation / Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 01/01/2015 ADDRESS: 1650 w 82nd St, Suite 125, Bloomington MN 55431, United States DESCRIPTION: INVESTMENT ADVISOR REPRESENTATIVE 2. FOCUS FINANCIAL NETWORK INC POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2015 ADDRESS: 1650 w 82nd St, Suite 125, Bloomington MN 55431, United States DESCRIPTION: Sale and service of fixed insurance products 3. WESTWOOD WEALTH MANAGEMENT POSITION: President NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 15700 Dawn Drive, Minnetonka MN 55345, United States DESCRIPTION: This S-Corp was established for me to manage my 1099 income more efficiently. 4. NOTARY SERVICE POSITION: N/A NATURE: Notary Service INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: 1650 W 82nd St, Suite 125, Bloomington MN 55431, United States DESCRIPTION: I provide notary services when needed. 5. THE HEITKAMP GROUP PARTNERSHIP POSITION: VP NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2025 ADDRESS: 1650 w 82nd St, Suite 125, Bloomington MN 55431, United States DESCRIPTION: Ownership interest in a partnership that receives revenue generated from the financial advisory business. This partnership handles administrative functions, shared expenses, and distributes remaining income to partners. Involvement is limited to ownership and routine business management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
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