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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-20 |
| WI | RA | APPROVED | 2025-05-20 |
Branch Locations
125 New England Place, Stillwater, MN 55082 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Asset Preservation | Stillwater | MN | 09/2020 | Present |
| Minnesota Vikings | Eagan | MN | 08/2021 | Present |
| Chisago Lakes Athletics | Lindstrom | MN | 03/2024 | Present |
| Chisago Lakes Athletics | Lindstrom | MN | 07/2024 | Present |
| Saint Mary's University Of Minnesota | Winona | MN | 08/2016 | 06/2020 |
Strategic Asset Preservation-This is investment related- 125 New England Place Stillwater mn 55082- Selling insurance products- Agent- start date 09/2020- approximate 100 hr per month- 100hr per month during trading hours- Life insurance sales along with annuity sales Minnesota Vikings- Not investment related- 2600 Vikings circle eagan mn 55121- Seating and helping guests- Premium seating host- start date 08/2021- 10hr per month- 0hr during trading hours- Seaating/hosting premium guests in suites Chisago lakes athletics- Not investment related- 29400 Olinda trl Lindstrom mn 55045- Coaching and leading- Assistant varsity baseball coach, 9th grade assistant football coach- baseball start 03/2024 football start 07/2024- 62 hrs - 30hrs during trading hours- Coaching/leading youth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
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