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622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-25 |
Branch Locations
622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Cloud | MN | 08/2018 | 11/2018 |
| Engebretson Farms | Starbuck | MN | 06/2008 | 05/2018 |
| Northwestern Mutual | Saint Cloud | MN | 06/2015 | 06/2018 |
| Unemployed | Oak Park | MN | 11/2018 | 01/2019 |
| Dan Anderson - State Farm | St. Cloud | MN | 01/2019 | 08/2021 |
| Five Star Financial | Foley | MN | 08/2021 | 02/2022 |
| Sagepoint Financial, Inc. | Foley | MN | 04/2021 | 02/2022 |
| Ais Planning | St. Cloud | MN | 02/2022 | Present |
1.) Independent Insurance Agent; Investment Related; St. Cloud, MN; Start Date 12/2015; LOA In Accident & Health, Property & Casualty, and Life; Approximately 4 hours /month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-08 |
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