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4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-04-11 |
| TX | RA | APPROVED | 2022-04-11 |
Branch Locations
4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisornet Wealth Management | Minneapolis | MN | 08/2021 | 04/2022 |
| Great Waters Financial | Minneapolis | MN | 09/2018 | 04/2022 |
| Punch & Associates | Edina | MN | 06/2017 | 04/2018 |
| Unemployed | Eden Prairie | MN | 04/2018 | 09/2018 |
| University Of Minnesota Duluth | Duluth | MN | 05/2013 | 05/2017 |
| Great Waters Wealth Management | Shoreview | MN | 04/2022 | Present |
1. Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 Nature of Business: Insurance Position: Agent Start Date: 11/2022 2. Name of other business: Eden Prairie Schools Investment related: no Address: 17185 Valley View Rd, Eden Prairie, MN 55346 Nature of business: hockey coach Position: Assistant Coach Start date: 11/2021 Hours: 15 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-19 |
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