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1600 Madison Avenue Suite 103, Mankato, MN 56001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Golden Valley | MN | 06/2008 | 09/2018 |
| Questar Capital Corporation | Minneapolis | MN | 12/2015 | 01/2017 |
| Secured Retirement | St. Louis Park | MN | 09/2018 | 06/2019 |
| American Senior Benefits | Maple Grove | MN | 10/2020 | Present |
| Corestone Wealth Management Llc | Maple Grove | MN | 09/2019 | Present |
| Ascent Advisors Llc | Lindstrom | MN | 12/2025 | Present |
AMERICAN SENIOR BENEFITS; INVESTMENT RELATED; MAPLE GROVE, IL; INSURANCE SALES; REPRESENTATIVE; ACTIVITY BEGAN 10/2020; I DEVOTE 160 HOURS PER MONTH TO THIS ACTIVIY ALL DURING TRADING HOURS; VARIOUS INSURANCE PRODUCT SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-29 |
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