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1600 Madison Avenue Suite 103, Mankato, MN 56001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-10 |
Branch Locations
1600 Madison Avenue Suite 103, Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven-Scott Management | Minneapolis | MN | 05/2018 | 01/2019 |
| Mutual Of Omaha Advisors | Bloomington | MN | 09/2019 | 12/2021 |
| Unemployed | Forest Lake | MN | 01/2019 | 05/2019 |
| The Hills Restaurant And Event Center | Forest Lake | MN | 01/2016 | 02/2018 |
| Securities America, Inc | Mankato | MN | 01/2022 | 06/2024 |
| Osaic Wealth, Inc. | Mankato | MN | 06/2024 | 12/2025 |
| Student | La Crosse | MN | 01/2015 | 12/2021 |
| Ascent Advisors Llc | Mankato | MN | 12/2025 | Present |
**INSURANCE SALES POSITION: Insurance salesman NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2021 ADDRESS: 100 Oak Terrace Dr, North Mankato MN 56003, United States DESCRIPTION: Prospecting to and protecting people from possible exposure in their current financial plan
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-19 |
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