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1545 Associates Drive Suite 104, Dubuque, IA 52002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-20 |
Branch Locations
600 Us Highway 169 S Suite 620, Minneapolis, MN 55426 • United States
1545 Associates Drive Suite 104, Dubuque, IA 52002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 10/2014 | 02/2023 |
| Allianz Life Financial Services Llc | Minneapolis | MN | 06/2016 | 02/2023 |
| City Of Carver | Carver | MN | 02/2015 | Present |
| American Equity Investment Life Insurance Company | Des Moines | IA | 02/2023 | 01/2026 |
| Ael Financial Services, Llc | Des Moines | IA | 02/2024 | 01/2026 |
| The Life Group Financial Services | Dubuque | IA | 01/2026 | Present |
1) Carver Fire Department & Carver Fire Relief ; not investment related; 801 Jonathan Carver Parkway Carver MN 55315; Fire Department and Relief Association; Captain 1 and Trustee; 2/1/2015 and 12/15/2023; 20 hours/month, none during security hours; I am a paid on call firefighter and a trustee of the relief association where we do fundraisers to support the relief to provide aid to firefighters. 2) Multiline Insurance Agent (Independent), offering Life Insurance, Annuity, Medicare Supplements, etc. 5 hrs/week, none during security hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-08 |
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