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Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-29
  • MN RA
    APPROVED
    Since 2026-06-29

Branch Locations

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

30 South 9Th Street 7Th Floor, Minneapolis, MN 55402 • 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
49 Financial Minneapolis MN 06/2026 Present
Enterprise Ames IA 01/2026 06/2026
Crst Cedar Rapids IA 05/2025 01/2026
Mount Vernon Pool Mount Vernon IA 05/2022 05/2025
Unemployed Mount Vernon IA 06/2016 05/2022
  • 06/2026 → Present
    Minneapolis , MN
  • 01/2026 → 06/2026
    Enterprise
    Ames , IA
  • 05/2025 → 01/2026
    Crst
    Cedar Rapids , IA
  • 05/2022 → 05/2025
    Mount Vernon Pool
    Mount Vernon , IA
  • 06/2016 → 05/2022
    Unemployed
    Mount Vernon , IA
Other Businesses

1) 49 Financial through Financial Independence Group / investment-related / 19520 W Catawba Avenue, Suite 200, Cornelius, NC 28031 / Fixed insurance / Fixed insurance agent / Start Date: 6/15/2026 / 20 hours per month during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-12
  • S65 Uniform Investment Adviser Law Examination
    2026-06-12

View on SEC IAPD

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