Aikan Robert Major

Employer firm

Pivotal Wealth And Tax CRD 321023

$17.5M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• BOOKKEEPING AND TAX FILING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Mml Investors Services, Llc
  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
  Pivotal Wealth And Tax
  Alma, WI

Previous Registrations

• 2019-07-17 → 2021-12-06
  Mml Investors Services, Llc
  Minneapolis, MN
  Minneapolis, MN
  Rochester, MN
  La Crosse, WI
  Minneapolis, MN

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

• S65 Uniform Investment Adviser Law Examination
  2019-06-28
• S63 Uniform Securities Agent State Law Examination
  2019-03-29

Other Names

• Aikan Robert Major