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4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED_RES | 2026-02-02 |
Branch Locations
4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webb Financial Group | Bloomington | MN | 09/2016 | 04/2017 |
| Saint Paul Community College | St. Paul | MN | 09/2014 | 09/2016 |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 09/2016 | 12/2018 |
| Fidelity Investments | Minnetonka | MN | 10/2022 | 10/2024 |
| Treeline Wealth Management | Minnetonka | MN | 01/2019 | 10/2022 |
| Unemployed | Minneapolis | MN | 11/2024 | 01/2026 |
| Great Waters Financial | Minneapolis | MN | 01/2026 | Present |
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: 1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-18 |
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