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683 Bielenberg Drive Suite 208, Woodbury, MN 55125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-11 |
Branch Locations
2550 University Ave W., Suite 314-N, Saint Paul, MN 55114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northfield High School | Northfield | MN | 01/2022 | 06/2022 |
| Bluewater Properties | Northfield | MN | 06/2019 | 09/2019 |
| St. Olaf College | Northfield | MN | 01/2018 | 06/2021 |
| Fidelity Investments | Salt Lake City | UT | 01/2025 | 08/2025 |
| Mayo Clinic | Rochester | MN | 06/2022 | 12/2024 |
| Budapest Semesters In Mathematics (Study Abroad) | Budapest | 08/2021 | 12/2021 | |
| Ncc Builders | Northfield | MN | 06/2018 | 08/2018 |
| Culturenut | St. Paul | MN | 01/2022 | 06/2022 |
| Hogan Brothers | Northfield | MN | 02/2017 | 08/2017 |
| Exhibits Development Group | St. Paul | MN | 07/2020 | 08/2020 |
| St. John'S College | Collegeville | MN | 08/2017 | 12/2017 |
| Bluewater Properties | Northfield | MN | 06/2021 | 08/2021 |
| Northfield High School | Northfield | MN | 01/2014 | 05/2017 |
| Ballast Advisors, Llc | Saint Paul | MN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-27 |
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