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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-04-03 |
Branch Locations
7616 Currell Boulevard Ste 240, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pratt Kutzke & Associates | Rochester | MN | 08/2014 | 07/2020 |
| Northstar Financial Partners, Llc | Mendota Heights | MN | 07/2020 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | Present |
| Zenith Wealth Management Llc | Rochester | MN | 01/2026 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Zenith Wealth Management, LLC'; As of 08/31/14; Less than 10% time spent during business hours; Conducted at branch; Investment related. 2. Owner, Zenith Wealth Management, LLC, a private entity est. to facilitate securities, advisory, and insurance business; As of 02/11/19; 98% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-17 |
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