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683 Bielenberg Drive Suite 101, Woodbury, MN 55125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-02-07 |
Branch Locations
683 Bielenberg Drive Suite 101, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethel University | Arden Hills | MN | 09/2014 | 05/2017 |
| Ameriprise Financial | Minneapolis | MN | 06/2016 | 02/2019 |
| M Holdings Securities, Inc. | Woodbury | MN | 02/2019 | Present |
| Legacy Wealth Asset Management, Llc Dba Legacy Wealth | Woodbury | MN | 02/2020 | Present |
1) Legacy Wealth Asset Management LLC; 683 Bielenberg Drive, Suite 101, Woodbury, MN 55125; 02/07/2020; Financial Advisor; Wealth management, financial planning services; Investment related; 160 hours/month; 160 hours/month during business hours; Ownership, commissions, wages/salary/tips. 2) New Life Academy; 6758 Bailey Rd Woodbury, MN 55129; Private School; Investment Related; Committee Member; Brainstorm and plan fundraising events and help with foundation investments; 05/01/2022; 2 hours per month; 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-20 |
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