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1600 Utica Avenue South Suite 900, St Louis Park, MN 55416 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-02-16 |
Branch Locations
Chisago City, MN • United States
1600 Utica Avenue South Suite 900, St Louis Park, MN 55416 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Investment Advisory Services, Inc. | Roseville | MN | 05/2019 | 10/2020 |
| Midwestone (Lpl) | Forest Lake | MN | 02/2016 | 12/2017 |
| Lions Wealth Management | Minneapolis | MN | 02/2021 | Present |
| Lpl Financial, Llc | Roseville | MN | 07/2003 | 02/2021 |
1. 10/4/2018 - Farmland Properties - Investment Related - Home Based & Shafer MN 55074 - Real Estate Rental - Start Date: 07/03/2018 - 2 Hours Per Month/0 Hours During Trading. 2. INSURANCE SALES; INVESTMENT-RELATED; MINNEAPOLIS, MN; INSURANCE AGENT; 2021; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS 3. PUNG FINANCIAL, INC.; NOT INVESTMENT-RELATED; MINNESOTA; 2021; OWNER; 0 HRS/MO; RECEIVES INCOME/FINANCIAL TRANSACTIONS. 4. SNOW PROS, INC.; NOT INVESTMENT-RELATED; MN; SNOW REMOVAL COMPANY; BOOK KEEPER; START DATE: 2022; APPROXIMATELY 20 HRS/MO OUTSIDE TRADING HOURS; PERFORM BOOKKEEPING FOR THE COMPANY. 5. PUNG PROPERTIES, LLC; NOT INVESTMENT-RELATED; MINNESOTA; 2024; CO-OWNER; 0 HRS/MO; RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-27 |
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