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Current Employers
Strategic Wealth Group

7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-20
MN RA APPROVED 2022-12-05
  • TX RA
    APPROVED
    Since 2023-10-20
  • MN RA
    APPROVED
    Since 2022-12-05

Branch Locations

7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • 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
Kwik Trip Incorporated Chanhassen MN 08/2016 Present
The Advisory Realty Group St. Louis Park MN 06/2019 06/2021
Full Time Student St. Peter MN 08/2012 05/2022
Lpl Financial Llc Dba Strategic Wealth Group Eden Prairie MN 06/2021 Present
Strategic Wealth Group Registered Investment Advisor, Llc Eden Prairie MN 12/2022 Present
Chanhassen High School Chanhassen MN 06/2024 Present
  • 08/2016 → Present
    Kwik Trip Incorporated
    Chanhassen, MN
  • 06/2019 → 06/2021
    The Advisory Realty Group
    St. Louis Park, MN
  • 08/2012 → 05/2022
    Full Time Student
    St. Peter, MN
  • 06/2021 → Present
    Lpl Financial Llc Dba Strategic Wealth Group
    Eden Prairie, MN
  • 12/2022 → Present
    Strategic Wealth Group Registered Investment Advisor, Llc
    Eden Prairie, MN
  • 06/2024 → Present
    Chanhassen High School
    Chanhassen, MN
Other Businesses

1)Kwik Trip; NO; Chanhassen, MN; Retail; Guest Service Team Member; 08/2016 - 12/ MO; 0/ MO 2)LPL Financial, LLC dba Strategic Wealth Group; Yes; Eden Prairie, MN; Broker-Dealer; Registered Representative; 11/2022; 1/ MO; 0/ MO 3) 12/14/2022 - Strategic Wealth Group RIA, LLC - DBA: Strategic Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 11/2022 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Strategic Wealth Group, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 08/04/2023 - Strategic Tax Group - INV REL - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 08/09/2023 - 5 Hours Per Month/ During Trading 5) 06/17/2024 - Chanhassen High School - Non-Inv Related - Chanhassen, MN - Outside/W-2 Employment - Assistant Coach - Started: 6/4/2024 - 30 Hrs/Mo; 0 Hr During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-22
  • S66 Uniform Combined State Law Examination
    2022-11-22
Designations

View on SEC IAPD

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