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3601 West 76Th Street Suite 475, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-21 |
| IA | RA | APPROVED | 2025-11-12 |
| CO | RA | APPROVED | 2021-03-24 |
| WA | RA | APPROVED | 2021-03-24 |
| WI | RA | APPROVED | 2021-03-24 |
| MN | RA | APPROVED | 2014-03-06 |
| CA | RA | APPROVED | 2013-06-28 |
Branch Locations
3601 West 76Th Street Suite 475, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | Present |
| Acumen Financial Advisors, Llc | Bloomington | MN | 01/2000 | Present |
| Osaic Wealth, Inc. | Edina | MN | 09/2023 | Present |
1. ACUMEN FINANCIAL ADVISORS, LLC POSITION: Financial Advisor, Registered Representative NATURE: Limited Liability Company Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 150 START DATE: 01/14/2000 ADDRESS: 3601 West 76th Street, Suite 475, Edina MN 55435, United States DESCRIPTION: Provide Investment Advisory and Financial Planning Services 2. INSURANCE, INVESTMENT RELATED, TODD SEGER, AGENT, 1/2010, 10 HRS/MO, 10 DURING TRADING HRS, LIFE INSURANCE SALES, VARIABLE LIFE OR VARIABLE UNIVERSAL LIFE, FIXED LIFE, HEALTH, DISABILITY & FIXED PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-27 |
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