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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-04-13 |
Branch Locations
1650 W 82Nd Street Suite 125, Bloomington, MN 55431 • United States
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hopkins High School | Hopkins | MN | 09/2012 | 09/2016 |
| St. Olaf College | Northfield | MN | 09/2016 | 06/2020 |
| Rbc Wealth Management | Minneapolis | MN | 06/2018 | 09/2018 |
| Royal Alliance | Jersey City | NJ | 01/2020 | 10/2020 |
| Osaic Wealth, Inc. | Minneapolis | MN | 10/2020 | Present |
| Focus Financial | Minneapolis | MN | 10/2020 | Present |
| Focus Financial | Minneapolis | MN | 04/2021 | Present |
1. FOCUS FINANCIAL POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/27/2022 ADDRESS: 1650 W 8nd Street, Suite 125, Minneapolis MN 55341, United States DESCRIPTION: Two Parts: Financial Advisor Servicing my own clients with whatever needs they may have. Apprentice role - working within the Heitkamp team to service other advisors and team members as needed. 2. JACK HENSCHEL POSITION: Notary NATURE: Individual name INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/22/2023 ADDRESS: 2218 3rd Street NE, Unit 2, Minneapolis MN 55418, United States DESCRIPTION: Notarize legal documents where appropriate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-17 |
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