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8500 Normandale Lake Blvd Suite 960, Minneapolis, MN 55437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-08-14 |
Branch Locations
8500 Normandale Lake Blvd Suite 960, Minneapolis, MN 55437 • United States
1050 Glenbrook Way Suite 480-501, Hendersonville, TN 37075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Jordan Investments, Inc. | Laguna Hills | CA | 06/2015 | 05/2017 |
| Atlas Wealth Management | Irvine | CA | 01/2017 | 06/2020 |
| Redhawk Wealth Advisors, Inc. | Minneapolis | MN | 06/2020 | Present |
| Spectrum College Planning | Irvine | CA | 03/2000 | Present |
| Financial Strategies Group, Llc | Glendale | CA | 01/2011 | Present |
2011- FINANCIAL STRATEGIES GROUP - CFO/AGENT. INSURANCE AGENCY LOCATED AT 300 W GLENOAKS BLVD, SUITE 302, GLENDALE, CA 91202. SPECIFIC DUTIES INCLUDE SALES, ACCOUNTING, AND TRAINING AND MENTORING NEW ADVISORS ON THE COLLEGE FUNDING SYSTEM. TIME SPENT= 80 HOURS PER MONTH 2017 SLG FINANCIAL, INC, DBA SCOTT GREENAMEYER WEALTH ADVISOR, BOOKKEEPING ENTITY FOR INSURANCE COMMISSIONS AND ADVISORY FEES. LOCATED AT 2372 MORSE AVENUE, SUITE 283, IRVINE, CA 92614. TIME SPENT= 80 HOURS PER MONTH 2002-SPECTRUM COLLEGE FUNDING, INC., DBA SPECTRUM COLLEGE PLANNING. CEO. ENTITY PROVIDING FEE-BASED SERVICES TO STUDENTS (ESSAYS, APPLICATIONS, TEST PREP, ETC.), FINANCIAL AID GUIDANCE, AND ANALYSIS/PLANNING FOR COLLEGE. TIME SPENT= 5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-15 |
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