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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-29 |
Branch Locations
302 East Howard Street Suite 113, Hibbing, MN 55746 • United States
1300 Godward St Ne Suite 6650, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marsh & Mclennan Agency | Minneapolis | MN | 04/2016 | 08/2018 |
| Lincoln Financial Advisors Corporation | Shoreview | MN | 08/2018 | 11/2022 |
| Commonwealth Financial Network | Waltham | MA | 11/2022 | 01/2026 |
| Ryan Financial Group | White Bear Lake | MN | 01/2024 | Present |
| Wahlund Financial Llc | Minneapolis | MN | 01/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: WAHLUND FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: RYAN FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLAN ADVISORY FOR DEFINED CONTRIBUTION PLANS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-07 |
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