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199 Coon Rapids Blvd, Suite 101, Coon Rapids, MN 55433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-14 |
Branch Locations
199 Coon Rapids Blvd, Suite 101, Coon Rapids, MN 55433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifestage Wealth Management, Inc. | Apple Valley | MN | 01/1997 | Present |
| Fintegra, Llc | Minneapolis | MN | 01/2008 | Present |
DBA: LIFE STAGE WEALTH MANAGEMENT INC. 15010 GLAZIER AVE. APPLE VALLEY, MN 55124. INVESTMENT ADVISORY & FINANCIAL PLANNING. RELATIONSHIP STARTED APPROX 1/1/97. 160 HOURS PER MONTH WITH FLEXABILITY TO WORK AROUND SECURITIES TRADING HOURS. RESPONSIBILITIES INCLUDE ANALYSIS AND PREPARATIONS OF PLANS AS WELL AS BUSINESS ADMINISTRATION. WICKMANN TAX SERVICE. SAME ADDRESS AS ABOVE. THIS BUSINESS IS NOT INVESTMENT RELATED. RELATIONSHIP STARTED IN 1981. REQUIRES APPROX 20 HOURS PER MONTH WITH FLEXABILITY TO WORK AROUND SECURITIES TRADING HOURS. DUTIES INCLUDE TAX PREP. FIXED INSURANCE SALES. SAME ADDRESS AS ABOVE. NOT INVESTMENT RELATED. LIFE, HEALTH, LTC & ANNUITY SALES. START DATE: 1/1991. APPROX. 2 HOURS PER MONTH SPENT WITH THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-20 |
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