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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-01 |
| MN | RA | APPROVED | 2018-04-30 |
| TX | RA | APPROVED | 2018-04-30 |
Branch Locations
601 Carlson Parkway Suite 950, Minnetonka, MN 55305 • United States
7650 Edinborough Way Suite 300, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverbridge Partners, Llc | Minneapolis | MN | 03/2008 | 04/2018 |
| Imst Distributors, Llc | Minneapolis | MN | 01/2014 | 04/2018 |
| Robert W Baird & Co., Incorporated | Edina | MN | 04/2018 | Present |
Name/Address: CM Burns LLC 375 Waycliffe Dr S Wayzata MN 55391 Start Date: 6/19/19 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Owner/Landlord Non Investment Related Name and Address: St. Martins by-the-lake Church 2801 Westwood Rd S Wayzata MN 55391 Start Date: 1/1/21 Hours Spent: 0-2 hours/month Hours Spent during trading hours: 0 Role/Responsibility: Investment/Finance Committee; Review the portfolio managed by another firm and report on performance to the Foundation board. Investment Related Name & Address: Interfaith America, 141 Jackson St #3200 Chicago IL 60604 Start date: June 1, 2019 Hours spent: 1-5 Hours spent during trading Hours: 3-5 Role/Responsibility: Chair of Investment/Finance Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-11 |
| S66 | Uniform Combined State Law Examination | 1998-02-12 |
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