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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED | 2026-02-10 |
| MI | RA | APPROVED | 2026-01-20 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
Underwood, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Houston | TX | 02/2005 | Present |
| Principal Securities Inc | Houston | TX | 03/2016 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 01/2026 | Present |
SELTZ FINANCIAL POSITION: owner NATURE: This was the LLC used primarily for employing/paying my private staff in my personal practice while at Principal Financial Group. the practiced itself was sold prior to my joining Thrivent (I resigned from Principal December 1, 2025). All clients, accounts, etc stayed with Principal and the advisor who purchased the practice. There are no longer any clients, transactions or new revenue. The LLC still exists to payout my now former employee her severance agreement. I intend to close the LLC after all payments have been made and taxes filed later in 2026. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: 17003 Bowdin Crest Drive, Cypress TX 77433, United States DESCRIPTION: it was part of my personal practice while at PFG.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-05 |
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