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Current Employers
Strategic Wealth Group

7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-11-14
TX RA APPROVED 2025-11-14
MN RA APPROVED 2018-02-27
  • LA RA
    APPROVED
    Since 2025-11-14
  • TX RA
    APPROVED
    Since 2025-11-14
  • MN RA
    APPROVED
    Since 2018-02-27

Branch Locations

7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2013 → 05/2017
    University Of Minnesota
    Minneapolis, MN
  • 09/2016 → Present
    Lpl Financial Llc
    Eden Prairie, MN
  • 02/2018 → Present
    Lpl Financial Llc
    Eden Prairie, MN
  • 04/2017 → Present
    Strategic Wealth Group Registered Investment Advisors, Llc
    Eden Prairie, MN
  • 08/2016 → 02/2018
    Strategic Wealth Group Registered Investment Advisors, Llc
    Minnetonka, MN
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-04
  • S66 Uniform Combined State Law Examination
    2017-12-04
Designations

View on SEC IAPD

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