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2420 Rivers Edge Drive, Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-03 |
| WI | RA | APPROVED | 2025-12-03 |
Branch Locations
2420 Rivers Edge Drive, Altoona, WI 54720 • United States
701 Carlson Parkway Suite 150, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethel University | Arden Hills | MN | 06/2019 | 05/2025 |
| Creative Sewing Centers | Roseville | MN | 06/2020 | 08/2021 |
| Thompson Financial Transitions | White Bear Lake | MN | 06/2021 | 10/2021 |
| Royals Investment Fund | Arden Hills | MN | 04/2022 | 06/2023 |
| Ameriprise Financial Services | Minneapolis | MN | 05/2022 | 08/2022 |
| Ameriprise Financial Services | Minneapolis | MN | 06/2023 | 05/2025 |
| Orgel Wealth Management | Minnetonka | MN | 06/2025 | Present |
| Minnehaha Academy | Minneapolis | MN | 08/2017 | 06/2019 |
| Parnassus Preparatory | Maple Grove | MN | 02/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-03 |
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