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Current Employers
Focus Financial

1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-04-12
  • MN RA
    APPROVED
    Since 2022-04-12

Branch Locations

1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States

563 Bielenberg Drive Suite 245, Woodbury, MN 55125 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Focus Financial Network, Inc. Minneapolis MN 11/2020 Present
Osaic Wealth, Inc. Minneapolis MN 12/2021 Present
Frontrow Entertainment Systems Stillwater MN 05/2019 11/2020
Us Bank Minneapolis MN 06/2017 05/2019
Bethel University St. Paul MN 06/2016 05/2017
Bethel University St. Paul MN 09/2015 06/2018
  • 11/2020 → Present
    Focus Financial Network, Inc.
    Minneapolis, MN
  • 12/2021 → Present
    Osaic Wealth, Inc.
    Minneapolis, MN
  • 05/2019 → 11/2020
    Frontrow Entertainment Systems
    Stillwater, MN
  • 06/2017 → 05/2019
    Us Bank
    Minneapolis, MN
  • 06/2016 → 05/2017
    Bethel University
    St. Paul, MN
  • 09/2015 → 06/2018
    Bethel University
    St. Paul, MN
Other Businesses

1. ARLAND ADVISING INC. POSITION: President NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2025 ADDRESS: 8577 Hyde Ave S, Cottage Grove MN 55016, United States DESCRIPTION: Establish an S Corp. for tax purposes to pay myself a salary. I oversee administration and operation of S corp. including payroll and bookkeeping. 2. FOCUS FINANCIAL NETWORK, INC. POSITION: Financial Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2023 ADDRESS: 635 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Meet with clients for annual review meetings. Place trades in client accounts. Conduct analysis of client portfolios and communicate recommendations of portfolio changes. 3. FOCUS FINANCIAL NETWORK INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/20/2023 ADDRESS: 635 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Review client contracts and servicing existing clients and insurance policies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-11
  • S66 Uniform Combined State Law Examination
    2022-04-11

View on SEC IAPD

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