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912 West Saint Germain Street Suite #300, St. Cloud, MN 56301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-09-30 |
Branch Locations
912 West Saint Germain Street Suite #300, St. Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Financial Partners, Inc. | Saint Cloud | MN | 02/2015 | Present |
| Voya Financial Advisors | Saint Cloud | MN | 02/2015 | 12/2019 |
Gener8or; not investment-related; St. Cloud, MN; startup funding program; Startup Mentor; 06/2020; 1 hour per month; hour per month during trading hours; review pitch decks with startups in our community and offer my thoughts for improvement Pershing Advisor Solutions Board; not investment-related; Jersey City, NJ; discuss industry trends in technology; board member; 05/2021; 1 hour per month; 1 hour per month during trading hours; attend board meetings. Big River Group; not investment-related; Saint Simons Island, GA; Leadership Development; Consultant, Group Facilitator; 07/2021; 4 hours per month; 1 hour per month during trading hours; develop and deliver curriculum Centracare Foundation; investment-related; MN; Finance Committee; 08/01/2025; 0 during securities trading hours; unpaid volunteer member SCSU Herberger School of Business Advisory Council; St. Cloud State University; Effective Immediately; Attend Advisory Council Meetings, receive updates from the Business School Dean, Give Feedback; No Compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-30 |
| S66 | Uniform Combined State Law Examination | 2015-10-15 |
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