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7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2025-11-14 |
| MN | RA | APPROVED | 2018-02-27 |
Branch Locations
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Minnesota | Minneapolis | MN | 08/2013 | 05/2017 |
| Lpl Financial Llc | Eden Prairie | MN | 09/2016 | Present |
| Lpl Financial Llc | Eden Prairie | MN | 02/2018 | Present |
| Strategic Wealth Group Registered Investment Advisors, Llc | Eden Prairie | MN | 04/2017 | Present |
| Strategic Wealth Group Registered Investment Advisors, Llc | Minnetonka | MN | 08/2016 | 02/2018 |
1) 5/31/2017 - Strategic Wealth Group - Investment Related - At Reported Business Location - DBA for LPL Business (entity for LPL business) - Start Date:4/24/2017 - 100 Percent of Time Spent. 2) 3/6/2018 - Strategic Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:4/24/2017 - 160 Hours Per Month/100 Percent of time. 3) 3/6/2018 - STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin - Start Date:4/24/2017 - 160 Hours Per Month. 4) 05/19/2022 - Strategic Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/29/2022 - 40 Hours Per Month/40 Hours During Securities Trading 5) 09/26/2022 - Strategic Tax Group - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Document Gatherer - Start Date - 09/12/2022 - 5 Hours Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-04 |
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