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601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-05 |
Branch Locations
601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 06/2018 | 03/2020 |
| University Of Wisconsin: River Falls | River Falls | WI | 08/2013 | 06/2018 |
| Aladtec Inc. | River Falls | WI | 01/2018 | 05/2018 |
| Schwarz Dygos Wheeler Investment Advisors Llc | Minneapolis | MN | 10/2022 | 10/2024 |
| Birchwood Financial Partners | Edina | MN | 03/2020 | 01/2022 |
| Schwarz Dygos Wheeler Investment Advisors Llc | Minneapolis | MN | 01/2022 | 10/2024 |
| The Advocate Group, Llc | Minnetonka | MN | 10/2024 | Present |
AMERICAN MARKETING ASSOCIATION-MINNESOTA CHAPTER; VICE PRESIDENT OF FINANCIAL (BOARD); VOLUNTEER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
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