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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-04-23
  • MN RA
    APPROVED
    Since 2026-04-23

Branch Locations

701 Xenia Ave S Ste 250, Minneapolis, MN 55416 • United States

Everest Financial Group

701 Xenia Ave S Suite 250, Minneapolis, MN 55416-1029 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-03-20
  • MN RA
    APPROVED
    Since 2026-03-20

Branch Locations

701 Xenia Ave S Suite 250, Minneapolis, MN 55416-1029 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2021 → 04/2022
    Advisornet Wealth Management
    Minneapolis, MN
  • 03/2021 → 04/2022
    Minneapolis, MN
  • 07/2020 → 03/2021
    Kris Lindahl Real Estate
    Blaine, MN
  • 08/2015 → 06/2020
    University Wisconsin - River Falls
    River Falls, WI
  • 04/2022 → 03/2026
    Great Waters Wealth Management
    Shoreview, MN
  • 03/2026 → Present
    Minneapolis, MN
  • 04/2026 → Present
    Minneapolis, MN
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-07
  • S65 Uniform Investment Adviser Law Examination
    2021-05-07
Designations

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