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Rochester, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olson Wealth Group | Bloomington | MN | 05/2021 | 11/2023 |
| Accredited Investors Wealth Management | Edina | MN | 03/2018 | 05/2021 |
| Rsm Us Llp | Minneapolis | MN | 07/2016 | 02/2018 |
| Lpl Financial Llc | Bloomington | MN | 05/2021 | 11/2023 |
| Mayo Clinic | Rochester | MN | 11/2023 | Present |
| Mako Wealth Group Llc | Rochester | MN | 03/2026 | Present |
1- 11/2023 / Mayo Clinic / Non-Investment Related / 160 HRS PER MNTH/ Rochester, MN; Advising employees on company benefits. 2- 08/2021 / Notary/Other / Non Investment Related / Bloomington, MN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-08 |
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