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Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-05-29
  • MN RA
    APPROVED
    Since 2025-05-29

Branch Locations

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Minneapolis, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ymca Of The Greater Twin Cities Minneapolis MN 03/2014 10/2018
University Of Wisconsin River Falls River Falls WI 09/2018 12/2018
The Loppet Foundation Minneapolis MN 10/2018 07/2020
New Moose Consulting Minneapolis MN 12/2016 Present
Lifetime Foundation Minneapolis MN 03/2021 05/2022
Innercity Tennis Foundation Minneapolis MN 05/2022 Present
Fiduciary Financial Advisors Grand Rapids MI 06/2025 Present
  • 03/2014 → 10/2018
    Ymca Of The Greater Twin Cities
    Minneapolis, MN
  • 09/2018 → 12/2018
    University Of Wisconsin River Falls
    River Falls, WI
  • 10/2018 → 07/2020
    The Loppet Foundation
    Minneapolis, MN
  • 12/2016 → Present
    New Moose Consulting
    Minneapolis, MN
  • 03/2021 → 05/2022
    Lifetime Foundation
    Minneapolis, MN
  • 05/2022 → Present
    Innercity Tennis Foundation
    Minneapolis, MN
  • 06/2025 → Present
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-06
  • S65 Uniform Investment Adviser Law Examination
    2025-01-06

View on SEC IAPD

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