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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| MN | RA | APPROVED | 2023-07-14 |
Branch Locations
2020 2Nd Street Southwest, Rochester, MN 55902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Think Financial Planning | Rochester | MN | 07/2005 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 08/2008 | 08/2022 |
| Raymond James Financial Services, Inc. | Rochester | MN | 08/2022 | 07/2023 |
| Think Bank | Rochester | MN | 07/2005 | 07/2023 |
| Think Mutual Bank | Rochester | MN | 10/2001 | 07/2023 |
| Commonwealth Financial Network | San Diego | CA | 07/2023 | Present |
| Northstar Financial Partners | Mendota Heights | MN | 07/2023 | Present |
1. Fixed insurance sales; as of 07/14/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Coreten, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/14/2023; 100% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Northstar Financial Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/02/2025; 10% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-18 |
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