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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hk Financial Services, Inc. | Dubuque | IA | 09/2020 | Present |
| Olsen Thielen & Co., Ltd. | Roseville | MN | 09/2008 | Present |
(1) I am a Principal and Accountant with Olsen Thielen & Co. Ltd., a regional CPA firm. I am located at 2675 Long Lake Road, Roseville, MN 55113-1117. I have been with the CPA firm since 09/2008. I work approximately 160 hours a month. I provide services that are typical of public accounting, including financial reporting, tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am a Finance Committee Member of True Friends, a not-for-profit organization. I have participated in this activity since 09/2013. I attend periodic committee members as a member only. I devote approximately 1-2 hours per month to this activity, mostly during non-securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-21 |
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