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13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-08 |
| MN | RA | APPROVED | 2023-02-02 |
Branch Locations
13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
405 Babcock Blvd E., Delano, MN 55328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C.H. Robinson | Eden Prairie | MN | 06/2014 | 04/2019 |
| Ameriprise Financial Services, Inc | Delano | MN | 04/2019 | 02/2023 |
| Bluestem Wealth Partners | Delano | MN | 02/2023 | Present |
Outside Employment; LM Partners, LLC; Advisor; Litchfield, MN 55355; Investment Related; June 2019; 60+ hours per month; 60+ during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
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