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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-12 |
| MN | RA | APPROVED | 2016-04-21 |
Branch Locations
12800 Whitewater Drive Suite 100, Minnetonka, MN 55343 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Excelsior, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Mutual Life Ins. Co. | Minneapolis | MN | 08/1992 | Present |
| Cg-Iri | Minnetonka | MN | 08/1992 | Present |
| Kestra Advisory Services, Llc | Excelsior | MN | 04/2016 | Present |
| Kestra Investment Services, Llc | Excelsior | MN | 02/1998 | Present |
Business Name: Christensen Group, inc. Investment Related: Yes Address: 11100 Bren Road West Minnetonka MN 55343 Nature of Business: Insurance Position, Title or Relationship: Independent rep Start Date: 8/1/1992 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sales and some ongooing service Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: PFM Solutions , LLC Investment Related: No Address: 7825 Washington Ave., #500 Bloomington MN 55439 Nature of Business: Other Back Office Operations Position, Title or Relationship: Owner/member. Start Date: 3/16/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide Cash flow management software with identity theft protection in the employee benefit market place Business Name: Shorewood Wealth Advisors, LLC Investment Related: No Address: 5151 Edina Industrial Blvd Suite 299 Edina MN 55439 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 7/1/2014 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Sale and service my advsiory clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-23 |
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