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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| MN | RA | APPROVED | 2023-04-19 |
Branch Locations
8530 Eagle Point Blvd Ste 125, Lake Elmo, MN 55042 • United States
Albertville, MN • United States
3812 8Th St N Ste 100, Saint Cloud, MN 56303 • United States
11100 Wayzata Blvd Ste 405, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macalester College | Saint Paul | MN | 08/2014 | 05/2018 |
| Come Up Capital | Minneapolis | MN | 01/2017 | 05/2017 |
| Unitedhealth Group | Minnetonka | MN | 06/2017 | 08/2017 |
| Unitedhealth Group | Minnetonka | MN | 06/2017 | 03/2019 |
| Baird | Milwaukee | WI | 03/2019 | 04/2021 |
| Securian Financial Services | Saint Paul | MN | 07/2021 | 01/2022 |
| Fortune Financial | Minnetonka | MN | 07/2021 | 01/2022 |
| Cri Securities | Saint Paul | MN | 07/2021 | 10/2021 |
| Fortune Financial | Minnetonka | MN | 01/2022 | 04/2023 |
| Securian Financial Services | Saint Paul | MN | 01/2022 | 04/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 01/2022 | 04/2023 |
| Principal Life Insurance Company | Saint Cloud | MN | 04/2023 | Present |
| Principal Securities Inc | Saint Cloud | MN | 04/2023 | Present |
| Scott Wealth Planning | Saint Cloud | MN | 04/2023 | Present |
**INSURANCE POSITION: Financial Professional NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/16/2023 ADDRESS: 11100 Wayzata Blvd, Suite 405, Minnetonka MN 55305, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **IMHOLTE MANAGEMENT, LLC POSITION: Officer / Owner NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/11/2025 ADDRESS: 11100 Wayzata Blvd, Suite 405, Minnetonka MN 55305, United States DESCRIPTION: The LLC was established for entity planning and tax purposes for my financial planning practice. The LLC is not used for marketing purposes for business, clients, and/or prospective clients and is solely for planning purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-07 |
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