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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-01-02 |
Branch Locations
12301 Nicollet Ave Suite 101, Burnsville, MN 55337 • United States
421 E La Salle #1, Barron, WI 54812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonnenfeld Financial | Minneapolis | MN | 07/2016 | 07/2019 |
| Geneos Wealth Management | Minneapolis | MN | 07/2016 | 07/2019 |
| Sonnenfeld Financial | Minneapolis | MN | 07/2019 | 08/2020 |
| Geneos Wealth Management | Minneapolis | MN | 07/2019 | Present |
| Sloan Financial Solutions Llc | Minneapolis | MN | 08/2020 | Present |
1) DBA: will work under SLOAN FINANCIAL SOLUTIONS LLC-OWNER located at branch location. 2) Independent Rep with various carriers for FIXED INSURANCE SALES. 3) NOTARY PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-21 |
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