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1220 28Th Avenue North, Fargo, ND 58102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
| ND | RA | APPROVED | 2022-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Performance Construction Engineering | Plano | IL | 04/2015 | 07/2021 |
| Student | Fargo | ND | 08/2017 | 05/2022 |
| Kay Jay Ag Services | Horace | ND | 06/2018 | 11/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2020 | 08/2021 |
| Northwestern Mutual Investment Services Llc | Fargo | ND | 04/2021 | 08/2021 |
| Classic, Llc | Fargo | ND | 11/2021 | 04/2024 |
| Classic Asset Management Llc | Fargo | ND | 03/2022 | Present |
| Avery Wealth Management | Fargo | ND | 03/2022 | Present |
| Young Financial Services | Fargo | ND | 03/2022 | 12/2024 |
| Avery Consulting Llc | Fargo | ND | 10/2022 | Present |
| Ace Tutoring | Fargo | ND | 01/2018 | 01/2021 |
| Student | Yorkville | IL | 08/2005 | 05/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2026 | Present |
| Aurora Securities | Troy | MI | 04/2024 | 12/2025 |
| Secure Asset Management Llc | Troy | MI | 04/2024 | 12/2025 |
1.) Classic Asset Management; Investment Related; 1220 28th Ave N. Fargo, ND 58102; Investment Advisor; Financial Planning, Investment Management offered through affiliated RIA; Started 03/2022; 160 Hrs per month; 130 Hrs per month during trading hours. 3.) Avery Wealth Management; Investment Related; 1532 36th Ave S, Fargo, ND 58104; Owner; Service Corp to help manage Client Relationships; Started 03/2022; 160 Hrs per month; 160 Hrs per month during trading hours. 5) Avery Consulting LLC; Investment Related; Owner; 1532 36th Ave, Fargo ND 58104; Owner; Real Estate Owner and Rental Properties; Approx. 5 hours per week 6) E4 Insurance Services; Investment Related (fixed insurance); Insurance Agent; 1220 28th Ave N. Fargo, ND 58102, Approx. 40 hours per month during trading hours. Start date: 2/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-27 |
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