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600 Inwood Ave North Ste 260, Oakdale, MN 55128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-08 |
| MN | RA | APPROVED | 2023-11-20 |
Branch Locations
600 Inwood Ave North Ste 260, Oakdale, MN 55128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Woodbury | MN | 02/2013 | 09/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 09/2017 | 01/2020 |
| Freedom Financial Partners, Llc | Woodbury | MN | 02/2013 | Present |
| Advisornet Wealth Management | Minneapolis | MN | 01/2020 | Present |
1) FREEDOM FINANCIAL PARTNERS, LLC; investment related; Oakdale, MN; Partner and Member; 2/2013; 2) I AM AN INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS. 3) FFP Insurance, LLC; Not investment related; Oakdale, MN; Licensed insurance agency; Co-Owner and insurance agent; 12/2019; 5 hours/month, all during trading hours; Duties are the sales and servicing of insurance products to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-25 |
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