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213 15Th Avenue Ne, Waseca, MN 56093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-04-05 |
| TX | RA | APPROVED_RES | 2024-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gustavus Adolphus College | St. Peter | MN | 09/2017 | 05/2021 |
| Iwealth | Waseca | MN | 08/2021 | Present |
| Lpl Financial Llc | Waseca | MN | 01/2021 | Present |
| American Legion | Elysian | MN | 04/2018 | Present |
| Waseca County Highway Department | Waseca | MN | 05/2017 | 09/2020 |
| Geldner Underground | St. Peter | MN | 05/2019 | 08/2019 |
| City Of Onalaska-Omni Center | Onalaska | MN | 09/2016 | 04/2017 |
| Yellow Mushroom | Waseca | MN | 04/2014 | 09/2017 |
| Wenger | Owatonna | MN | 04/2015 | 09/2016 |
| Bosch | Owatonna | MN | 11/2020 | 01/2021 |
| Iwealth | Waseca | MN | 01/2021 | 08/2021 |
| Ica Group Wealth Management, Llc | Waseca | MN | 09/2021 | Present |
| Iwealth Financial, Llc | Waseca | MN | 04/2024 | Present |
1) 08/06/2021 - IWEALTH - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/06/2021 - INVESTMENT CENTER ADVISOR GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 11/1/2021 - ICA Group Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/28/2021 - 50 Hours Per Month During Securities Trading - I provide investment advisory services through ICA Group Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2021. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/05/2024 - iWealth Financial LLC. - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/15/2024 - 40 Hours per Month/ During Trading - I provide investment advisory services through iWealth, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 12/04/2025 - iWealth Private Client Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-09 |
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