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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-15 |
| MN | RA | APPROVED | 2020-11-10 |
Branch Locations
8530 Eagle Point Blvd Ste 125, Lake Elmo, MN 55042 • United States
11100 Wayzata Blvd Ste 405, Minnetonka, MN 55305 • United States
3812 8Th St N Ste 100, Saint Cloud, MN 56303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Burnsville | MN | 11/2004 | 06/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 11/2004 | 06/2020 |
| Unemployed | Minneapolis | MN | 06/2020 | 11/2020 |
| Principal Securities Inc | Minnetonka | MN | 11/2020 | Present |
| Scott Wealth Planning | Minnetonka | MN | 11/2020 | Present |
| Principal Life Insurance Company | Minnetonka | MN | 01/2021 | Present |
***Fixed Insurance; Investment Related; Minnetonka, MN; Broker; Fixed Life, DI, LTC, Health, Group Benefits, Medical Supplement; Start Date: 11/02/2020; 10 hrs per month; 10 during trading hours.***Scott Wealth Planning LLC; Not Investment Related; Minnetonka, MN; Administration; Client relationship management, customer services, business processing, preparing reports, conduct client reviews, build profiles and manage CRM; Start Date: 12/03/2020; 160 hrs per month; 160 during trading hours. CONLON & SCOTT POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/05/2023 ADDRESS: 11100 Wayzata Blvd Suite 405, Minnetonka MN 55305, United States DESCRIPTION: Ryan Scott and I formed an LLC because we purchased two books of business together and formed an operating agreement. This LLC will not directly connect any revenue and is for partnership purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-13 |
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