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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-10-02 |
| KY | RA | APPROVED | 2025-03-12 |
| AZ | RA | APPROVED | 2024-03-27 |
| ND | RA | APPROVED | 2024-03-11 |
| WI | RA | APPROVED | 2024-03-11 |
| MN | RA | APPROVED | 2021-06-14 |
Branch Locations
9210 Wyoming Ave N #200, Brooklyn Park, MN 55445 • United States
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Elementary School | Oakdale | MN | 08/2019 | 06/2020 |
| Meadow Lake Elementary | New Hope | MN | 08/2018 | 06/2019 |
| Stride Academy | St Cloud | MN | 07/2017 | 06/2018 |
| Teachers On Call | St Cloud | MN | 01/2017 | 06/2017 |
| Skyhawks Starts Academy | Plymouth | MN | 06/2015 | 01/2017 |
| St Cloud State University | St Cloud | MN | 08/2012 | 12/2016 |
| Unemployed | St Louis Park | MN | 07/2020 | 12/2020 |
| Efs Advisors | Cambridge | MN | 01/2021 | Present |
| Advanced Advisor Group Llc | Cambridge | MN | 01/2021 | Present |
TruChoice, INV, Minneapolis MN, Insurance sales, independent agent, agent working with TruChoice IMO, 08/2026, time varies includes INV and non INV hr/mo, currently write only Fixed/FIA annuity Allianz business with IMO, AAG works closely and supervises business that is direct through Allianz/TruChoice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-04 |
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