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7401 Metro Blvd Suite 555, Edina, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-26 |
| MN | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluestone Wealth Strategies | Edina | MN | 01/2007 | 06/2024 |
| Cahill Financial Advisors, Inc | Edina | MN | 07/2009 | 06/2024 |
| Nwam, Llc Dba Northwest Asset Management | Edina | MN | 07/2024 | 03/2025 |
| Hyland Lake Partners, Llc | Edina | MN | 03/2025 | Present |
(1) Bluestone Wealth Strategies, Inc; investment-related; MN private residential address; S Corp for payroll; Owner; No investment advisory services are offered or provided through this entity; 11/27/2006; 2 hours per month, none during securities trading hours. (2) JWB Wealth, LLC; investment-related; same address; co-owner of an LLC, Hyland Lake Partners, LLC. Hyland Lake is a Registered Investment Advisor, registered in the State of Minnesota; Owner; 1/1/2026; 160 hours per month, ~125 during securities trading hours; JWB Wealth acts only as a pass-through entity. There are no actual duties other than income and expense tracking.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-16 |
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