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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-29 |
| MN | RA | APPROVED | 2023-07-03 |
Branch Locations
3800 American Blvd Suite 1000, Bloomington, MN 55431 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eden Apples | Eden Prairie | MN | 09/2012 | 08/2017 |
| Normandale Community College | Bloomington | MN | 08/2016 | 05/2018 |
| Swag Guys | Farmington | MN | 07/2018 | Present |
| Minnesota State-Mankato | Mankato | MN | 08/2018 | 05/2020 |
| Canterbury Park | Shakopee | MN | 02/2016 | 07/2020 |
| Bergankdv Wealth Management | Bloomington | MN | 05/2019 | 06/2023 |
| Creative Planning, Llc | Bloomington | MN | 07/2023 | Present |
House Rental; Bloomington, MN; not investment related; Landlord; start date 9.4.2020; 3 hours per month/0 hours during trading. Swag Guys; Farmington, MN; not investment related; Merchandise Seller; start date 7.6.2019; 2 hours per month/0 hours during trading; nature of business = selling merchandise at concerts HappyBelly Vending; Not Investment related: 1710 E 12 Mile Rd; Ste 106; Royal Oak, MI 48073; Merchandise sales; Merchandise vendor; Start 8/1/2026; 1 hour / month; 0 hours / month during securities trading hours; Merchandise sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-06 |
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