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Current Employers
Focus Financial

1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-11
MN RA APPROVED 2015-03-04
  • TX RA
    APPROVED_RES
    Since 2024-07-11
  • MN RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc. Minnetonka MN 11/2014 Present
Focus Financial Minneapolis MN 01/2015 Present
  • 11/2014 → Present
    Osaic Wealth, Inc.
    Minnetonka, MN
  • 01/2015 → Present
    Minneapolis, MN
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-23
  • S66 Uniform Combined State Law Examination
    2015-02-23

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