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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-01-14 |
Branch Locations
2020 2Nd Street Southwest, Rochester, MN 55902 • United States
165 Pembroke Ave, Wabasha, MN 55981 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Root River State Bank- Part Time | Chatfield | MN | 06/2017 | 08/2018 |
| Full-Time Education-Saint Mary's University Of Minnesota | Winona | MN | 08/2015 | 06/2019 |
| Ibm- Full Time | Rochester | MN | 06/2019 | 07/2021 |
| Northstar Financial Partners- Full Time | Rochester | MN | 08/2021 | 01/2022 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | Present |
| Northstar Financial Partners | Rochester | MN | 01/2022 | Present |
1. Fixed insurance sales; as of 1/10/2022; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Heim Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; located in Rochester, MN, as of 04/30/2024; 95% time spent during business hours; Conducted at branch; Investment related. 3. Clerk for the City of Elba, MN; Located at 1125 Hill Street, Elba, MN 55910, as of 1/01/2026; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
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