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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-12-18 |
Branch Locations
10900 Wayzata Blvd Suite 620, Minnetonka, MN 55305 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2010 | 01/2020 |
| Capstone Advisory Group, Llc | Edina | MN | 04/2010 | 02/2020 |
| Scott M. Siverhus | Edina | MN | 06/2010 | Present |
| Onedigital Investment Advisors | Overland Park | KS | 12/2019 | Present |
| Triad Advisors | Norcross | GA | 01/2020 | 08/2024 |
| Osaic Wealth, Inc. | Minnetonka | MN | 08/2024 | Present |
1)Capstone;investment related;7701 France Ave S,Suite 625,Edina,MN;insurance sales;insurance agent;10/1990;4 hrs/month;.10 during trading;sales of long term care insurance and life insurance 2)Capstone Advisory Group;investment related;7701 France Ave S,Suite 625,Edina,MN;insurance sales/dba;insurance agent;10/1990;4 hrs/month;.10 during trading;sales of long term care insurance and life insurance 3)Bell Resort,Inc;not investment related;25 West Cliff Road,Burnsville,MN 55337;houseboat rentals/resort;secretary;1/1/2020;.5 hrs/month;0 hrs during trading;take and record notes at annual board meeting 4)One Digital;investment related;200 Galleria Pkwy SE,#1950,Atlanta,GA 30339;financial services;advisor,sr vp;2/1/2020;160 hrs/month;6.5 hrs during trading;advisor 5) CAG FINANCIAL POSITION: sales person NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2010 ADDRESS: 10900 Wayzata Boulevard, Suite 620, Minnetonka MN 55435, United States DESCRIPTION: Life insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-03 |
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