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Inactive

Jacqueline Ann Nelson-Lamott

Cfg Retirement

Edina, MN

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Current Employers
Cfg Retirement

4550 W 77Th Street Suite #380, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-02-21
  • MN RA
    APPROVED
    Since 2020-02-21

Branch Locations

4550 W 77Th Street Suite 380, Edina, MN 55435 • 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
Assured Retirement Financial Group, Inc. Dba Cgf Retirement Edina MN 02/2020 Present
Cfg Retirement Edina MN 07/2018 Present
Bankers Life Insurance Edina MN 10/2017 07/2018
Davannis Pizza Plymouth MN 07/1998 10/2017
  • 02/2020 → Present
    Assured Retirement Financial Group, Inc. Dba Cgf Retirement
    Edina, MN
  • 07/2018 → Present
    Cfg Retirement
    Edina, MN
  • 10/2017 → 07/2018
    Bankers Life Insurance
    Edina, MN
  • 07/1998 → 10/2017
    Davannis Pizza
    Plymouth, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-23
  • S65 Uniform Investment Adviser Law Examination
    2019-09-23
Other Names
  • Jackie Lamott

View on SEC IAPD

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JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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