Best Investors Account Sign in
Inactive

Aikan Robert Major

Pivotal Wealth And Tax

Preston, MN

Claim This Profile
Current Employers
Pivotal Wealth And Tax

141 Fillmore St W, Preston, MN 55965 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
IL RA APP_PEND_IARCE 2026-01-01
MN RA APP_PEND_IARCE 2026-01-01
WI RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2022-05-13
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • IL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2022-05-13

Branch Locations

141 Fillmore St W, Preston, MN 55965 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Winona State University Winona MN 08/2014 12/2018
Northwestern Mutual Investor Services Onalaska WI 04/2016 10/2018
Legendary Tavern Winona MN 12/2016 06/2017
Mass Mutual Life Insurance Company Minneapolis MN 04/2019 12/2021
Mml Investors Services, Llc Minneapolis MN 04/2019 12/2021
Uber Minneapolis MN 04/2019 10/2021
Lyft Minneapolis MN 04/2019 10/2021
One Financial Network Golden Valley MN 12/2018 03/2019
Major Real Estate Holdings Llc Saint Paul MN 09/2020 Present
Sole Prop Saint Paul MN 08/2020 Present
Pivotal Wealth And Tax Alma WI 03/2022 Present
  • 08/2014 → 12/2018
    Winona State University
    Winona, MN
  • 04/2016 → 10/2018
    Northwestern Mutual Investor Services
    Onalaska, WI
  • 12/2016 → 06/2017
    Legendary Tavern
    Winona, MN
  • 04/2019 → 12/2021
    Mass Mutual Life Insurance Company
    Minneapolis, MN
  • 04/2019 → 12/2021
    Minneapolis, MN
  • 04/2019 → 10/2021
    Uber
    Minneapolis, MN
  • 04/2019 → 10/2021
    Lyft
    Minneapolis, MN
  • 12/2018 → 03/2019
    One Financial Network
    Golden Valley, MN
  • 09/2020 → Present
    Major Real Estate Holdings Llc
    Saint Paul, MN
  • 08/2020 → Present
    Sole Prop
    Saint Paul, MN
  • 03/2022 → Present
    Alma, WI
Previous Registrations
Other Businesses

(1)Name: Aikan Major Inv rel: Y Add: Residential address Nature: Life insurance sales Position: Agent Start date: 11/01/2019 No. HR/MO: 10 No. HR/MO during sec trading: 1 (2)Name: Major Real Estate Holdings LLC Inv Rel: Y Add: Residential Nature: Simple Rental Property/Managing the finances of the Real Estate Group I am Involved in Position: Director of Finance Start Date : 10/04/2019 NO. HR/MO: 10 NO. HR/MO during sec trading: 2 (3)Name: Project Restore MN 501c3 Inv rel: Y Add: 149 East Sidney Street Saint Paul MN 55107 Nature: Non-profit Organization Position: Treasurer Start date: 06/21/2021 No. HR/MO: 2 No. HR/MO during sec trading: 0 Describe duties: Oversee the budget of the non-profit and give feedback on the direction the non-profit is headed such as ides to assist the community and other items.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-28
S63 Uniform Securities Agent State Law Examination 2019-03-29
  • S65 Uniform Investment Adviser Law Examination
    2019-06-28
  • S63 Uniform Securities Agent State Law Examination
    2019-03-29
Other Names
  • Aikan Robert Major

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Preston, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor