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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2015-04-03
  • MN RA
    APPROVED
    Since 2015-04-03

Branch Locations

7616 Currell Boulevard Ste 240, Woodbury, MN 55125 • United States

959 34Th Avenue Nw, Rochester, MN 55901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2014 → 07/2020
    Pratt Kutzke & Associates
    Rochester, MN
  • 07/2020 → 01/2026
    Northstar Financial Partners, Llc
    Mendota Heights, MN
  • 07/2020 → Present
    Waltham, MA
  • 01/2026 → Present
    Zenith Wealth Management Llc
    Rochester, MN
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-30
S63 Uniform Securities Agent State Law Examination 2006-02-17
  • S66 Uniform Combined State Law Examination
    2015-03-30
  • S63 Uniform Securities Agent State Law Examination
    2006-02-17

View on SEC IAPD

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