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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
276 Water St, Excelsior, MN 55331 • United States
2 Carlson Parkway N Suite 320, Plymouth, MN 55447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Excelsior | MN | 12/2016 | 08/2025 |
| Ascent Financial | Excelsior | MN | 01/2016 | 03/2019 |
| Crossfit Sisu | Excelsior | MN | 11/2018 | Present |
| Avant Management Inc | Excelsior | MN | 09/2021 | 08/2025 |
| Harbour Investments, Inc. | Mankato | MN | 12/2015 | 10/2016 |
| Massmutual Life Insurance Co | Plymouth | MN | 07/2025 | Present |
| Mml Investors Services, Llc | Plymouth | MN | 08/2025 | Present |
(1)Name: CrossFit SISU Inv rel: N Add: 302 Water St. Excelsior, MN 55331 Nature: CrossFit Coach Position: Coach Start date: 11/01/2018 No. HR/MO: 4 No. HR/MO during sec trading: 0 Describe duties: Coach two classes per week (2)Name: Hatzung Insurance Inv rel: Y Add: 4021 Vernon Ave S, St. Louis Park, MN 55416 Nature: Outside Insurance Sales Position: Insurance Broker Start date: 05/01/2025 No. HR/MO: 5 No. HR/MO during sec trading: 2 Describe duties: Life, Property and Casualty, and Fixed Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-09 |
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