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225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-04-14 |
Branch Locations
807 S Maple Street, Watertown, SD 57201 • United States
1712 Dakota Avenue So, Huron, SD 57350 • United States
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Financial Partners, Llc | Huron | SD | 05/2025 | 04/2026 |
| Wickham Elementary | Coralville | IA | 08/2010 | 05/2017 |
| North West Junior High School | Coralville | IA | 08/2017 | 05/2019 |
| West High School | Iowa City | IA | 08/2019 | 05/2023 |
| South Dakota State University | Brookings | IA | 08/2023 | Present |
| Enterprise Institute | Brookings | IA | 05/2024 | 05/2025 |
| South Dakota State University | Brookings | IA | 08/2024 | 05/2025 |
| Northrock Partners, Llc | Huron | SD | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
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