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3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-28 |
| WI | RA | APPROVED | 2025-04-28 |
Branch Locations
3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interactive Financial Advisors | Chicago | IL | 09/2020 | 08/2022 |
| Diversified Management, Inc. | Milwaukee | WI | 08/2018 | 08/2020 |
| Partnership Bank | Cedarburg | WI | 12/2017 | 08/2018 |
| Choice Financial | Fargo | ND | 05/2017 | 08/2017 |
| Auroa University | Auroa | IL | 08/2014 | 12/2017 |
| Dakota Fence | Fargo | ND | 05/2010 | 12/2017 |
| Thrivent Advisor Network, Llc | New Berlin | WI | 08/2022 | 01/2024 |
| Safeguard Financial, Llc. | Minocqua | WI | 01/2024 | 04/2025 |
| Crusonia Wealth Advisors Llc | Denver | CO | 04/2025 | Present |
DBA: JONASSON RETIREMENT SOLUTIONS, LLC. INVESTMENT RELATED. 2013 S HOLLYWOOD ST. PHILADELPHIA PA 19145. DBA FOR ADVISORY BUSINESS. SENIOR WEALTH ADVISOR. 04/28/2025. APPROX.160 HRS PER MONTH. APPROX. 40 HRS PER WEEK. DURING SECURITIES TRADING HOURS. INVESTMENT ADVISORY ACTIVITES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-11 |
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