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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-23 |
Branch Locations
701 Xenia Ave S Ste 250, Minneapolis, MN 55416 • United States
701 Xenia Ave S Suite 250, Minneapolis, MN 55416-1029 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-20 |
Branch Locations
701 Xenia Ave S Suite 250, Minneapolis, MN 55416-1029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisornet Wealth Management | Minneapolis | MN | 05/2021 | 04/2022 |
| Great Waters Financial | Minneapolis | MN | 03/2021 | 04/2022 |
| Kris Lindahl Real Estate | Blaine | MN | 07/2020 | 03/2021 |
| University Wisconsin - River Falls | River Falls | WI | 08/2015 | 06/2020 |
| Great Waters Wealth Management | Shoreview | MN | 04/2022 | 03/2026 |
| Everest Financial Group | Minneapolis | MN | 03/2026 | Present |
| Osaic Wealth, Inc. | Minneapolis | MN | 04/2026 | Present |
1. Kaufman Holdings, LLC Insurance 615 Division Street East, Faribault MN, 55021 Owner/Agent Start Date March 2026 20 hrs per month / 18 during trading hours While conducting financial planning for clients, insurance is sometimes needed to provide a holistic plan 2. KAUFMAN MUSIC POSITION: Musician NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 615 Division Street East, Faribault MN 55021, United States DESCRIPTION: Musician 3. FARIBAULT ROTARY CLUB POSITION: Grants Chair NATURE: Non Profit 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 1000 Shumway Ave,, Faribault MN 55021, United States DESCRIPTION: Writing grant requests and managing grant projects 4. EVEREST FINANCIAL GROUP POSITION: IAR NATURE: Everest Financial Group, LLC - Investment Advisory - INVESTMENT ADVISORY REPRESENTATIVE - Investment Related - Time Spent 90% - Start Date April 1st 2026 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2026 ADDRESS: 701 Xenia Ave S, STE 250, Golden Valley MN 55416, United States DESCRIPTION: IAR 5. KAUFMAN HOLDINGS, LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2026 ADDRESS: 615 Division Street East, Fariabault MN 55021, United States DESCRIPTION: Analyzing client's insurance needs. Selling them insurance when needed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-07 |
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