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11980 Portland Ave S, Burnsville, MN 55337 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kusske Financial Management, Inc. | Burnsville | MN | 08/2018 | 10/2018 |
| Curtis 1000, Inc. | Bloomington | MN | 01/2018 | 08/2018 |
| Litho Technical Services | Bloomington | MN | 12/2014 | 12/2017 |
| Independent Financial Group | San Diego | CA | 10/2017 | 08/2023 |
| Kusske Financial, Inc | Burnsville | MN | 10/2018 | Present |
| Triad Advisors | Norcross | GA | 08/2023 | 08/2024 |
| Osaic Wealth, Inc. | Burnsville | MN | 08/2024 | Present |
1)Gallagher Fiduciary Advisors;investment related;11980 Portland Ave S, Burnsville, MN;investment advisory services;financial services associate;8/8/2023;20 hrs/month;16 hrs during trading;client servicing 2)Kusske Financial;investment related;11980 Portland Ave S,Burnsville,MN 55431;financial planning;financial services associate;12/13/2018;150 hrs/month;130 hrs during trading;updating and creating financial plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
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