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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-24 |
Branch Locations
2031 Second Avenue East Suite 200, Hibbing, MN 55746 • United States
Prior Lake, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln National Life Ins Co | Edina | MN | 10/2000 | 01/2025 |
| Lincoln Financial Advisors | Edina | MN | 10/2000 | 01/2025 |
| Bottoms Financial, Inc. | Hibbing | MN | 12/2025 | Present |
| Osaic Wealth, Inc. | Edina | MN | 01/2025 | Present |
1. CHAD TUSCHEN, 7701 FRANCE AVE S SUITE 100, EDINA MN 55435 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 2/1/13 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 10 2. INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2025 ADDRESS: 14605 Rosewood Rd NE, Prior Lake MN 55372, United States DESCRIPTION: Insurance Sales 3. WORKING FOR BOTTOMS FINANCIAL POSITION: Client Services Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2025 ADDRESS: 2031 2nd Ave E Suite 200, Hibbing MN 55746, United States DESCRIPTION: I will be working within the Bottoms Financial practice and duties would include working with clients in many ways and such duties (but not limited to) could include the following: Communications with clients Obtaining data from clients Preparing reviews for clients Servicing accounts such as account opening paperwork or help with account changes Per the question above about the branch office, I am in the process of updating my branch office to Bottoms Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-12 |
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