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7701 France Avenue South #300, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-12-20 |
Branch Locations
7701 France Avenue South #300, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebrooke Golf Course | Shakopee | MN | 06/2016 | 08/2020 |
| Shakopee Public Schools | Shakopee | MN | 01/2019 | 05/2021 |
| Student | Roseville | MN | 08/2009 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 04/2021 |
| Northwestern Mutual Investment Services Llc | Minneapolis | MN | 07/2021 | 12/2024 |
| Mark Heurung | Minneapolis | MN | 04/2021 | 12/2021 |
| Joshua Oertli | Minneapolis | MN | 12/2021 | 12/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2022 | 12/2024 |
| John Osullivan | Edina | MN | 10/2022 | 12/2024 |
| Jarrett P Yehlen | Edina | MN | 06/2023 | 12/2024 |
| Eric Orth | Edina | MN | 08/2023 | 12/2024 |
| Punch & Associates Investment Management, Inc. | Edina | MN | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-14 |
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