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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-05-10 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
3600 American Blvd West, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc | Littleton | CO | 10/2008 | Present |
| Advisors Resource Llc | Minneapolis | MN | 10/2008 | Present |
| Simplicity Wealth | Bloomington | MN | 05/2024 | Present |
Dave Wohlwend, Investment Related, 3600 American Blvd Bloomington MN 55431 United States, insurance sales, Registered Insurance Agent, Hours per month devoted to business during trading hours 1, Hours per month devoted to business outside trading hours 1, Personal sales. Wohlwend 7, LLC; Not investment related; 1150 Pine View Dr Orono MN 55356 United States; Partner; 04/30/2024, Hours per month devoted to business during trading hours 1; Hours per month devoted to business outside trading hours 1; Percentage of total yearly compensation expected to be derived from the business 1; Turo (rental car business) run by children. The Leaders Group, investment related, 26 West Dry Creek Circle #800, Littleton Colorado ,Registered Representative, 10/2008
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-17 |
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