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3600 Lexington Ave N Ste 204, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| VA | RA | APPROVED | 2026-01-02 |
| WA | RA | APPROVED | 2025-07-08 |
| CA | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED | 2025-03-18 |
| MN | RA | APPROVED | 2021-05-14 |
Branch Locations
3600 Lexington Ave N Ste 204, Shoreview, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guide Financial Planning, Llc | Minneapolis | MN | 02/2019 | Present |
| Indigo Marketing Agency | Poway | CA | 11/2015 | 11/2020 |
| Homemaker | Vancouver | WA | 07/2011 | 02/2019 |
Pastor's Wallet; Non-Investment related; Residential Address; Owner; Start date - 09/2016; 2 hrs/week;Varies; Write blog posts, publish books, do webinars
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-14 |
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