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Prior Lake, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-02-23 |
Branch Locations
Prior Lake, MN • United States
St. Louis Park, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Advisors | Chicago | IL | 04/2016 | 07/2018 |
| R1 Rcm | Chicago | IL | 07/2018 | 04/2025 |
| Stokman Capital Management | St. Louis Park | MN | 11/2013 | Present |
| Ecg Management Consultants | Minneapolis | MN | 04/2025 | Present |
Name of the other business: ECG Management Consultants Whether the business is investment-related: No Address of the other business: 60 South Sixth Street, Suite 2600, Minneapolis MN 55402 Nature of the other business: Healthcare Operations and Strategy Consulting Services Your position with the other business: Principal Start date of your relationship: 04/2025 Approximate number of hours/month you devote to the other business: 140/month Number of hours you devote to the other business during securities trading hours: 3-4 hours/day Briefly describe your duties relating to the other business: Responsible for managing existing client relationships, operational oversight, and selling of new client services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-05 |
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