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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-05-20 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
12701 Whitewater Drive Suite 200, Minnetonka, MN 55343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shawn Nelson, Inc | Golden Valley | MN | 01/2015 | Present |
| The Leaders Group Inc | Littleton | CO | 05/2016 | Present |
| Strategic Benefits Group Inc | Minnetonka | MN | 03/1996 | Present |
| Nelson Financial Partners | Minnetonka | MN | 12/2023 | Present |
1.) NELSON FINANCIAL PARTNERS - 12/1/2023 - 12800 Whitewater Drive, Suite 100,Minnetonka, MN 55343 - Owner, Fixed insurance product sales and security product sales for OBA, inv't rel, 40 hrs/mo; 30 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC. - 5/20/2016 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-24 |
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