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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bigler Financial Services | Rochester | MN | 04/2001 | Present |
| Advanced Financial Consultants/Advanced Financial | Rochester | MN | 09/2002 | Present |
| Signator Investors, Inc. | Rochester | MN | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Rochester | MN | 11/2018 | Present |
1. BIGLER FINANCIAL SERVICES POSITION: Employee - only an entity for payroll NATURE: Employer name (Bigler Financial is the checking account / entity that employs me). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2001 ADDRESS: 2770 Commerce Drive NW, Rochester MN 55901, United States DESCRIPTION: With Bigler Financial Services, have no duties. Only entity that runs payroll. 2. ADVANCED FINANCIAL/ADVANCED FINANCIAL CONSULTANTS POSITION: Investment Research & Analyst NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 146 START DATE: 09/01/2002 ADDRESS: 2770 Commerce Dr NW, Rochester MN 55901, United States DESCRIPTION: Investment analysis, portfolio analysis, service 3. ADVANCED FINANCIAL CONSULTANTS POSITION: Notary NATURE: Notary services INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 2770 COMMERCE DR NW, ROCHESTER MN 55901, United States DESCRIPTION: Verify identity and notarize documents 4) POA FOR MADELINE URBAN POSITION: POA NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2770 COMMERCE DR NW, Rochester MN 55901, United States DESCRIPTION: POA should I need to use it for my daughter. Have not used this POA authority - we just have it on file in case something happens down the road. 5) POA FOR MEGHAN URBAN POSITION: POA for my daughter Meghan NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2770 COMMERCE DR NW, ROCHESTER MN 55901, United States DESCRIPTION: I am listed as Meghan's POA giving my authority to transact on her behalf should she not be able to. 6) POA FOR JANET ANTONSON POSITION: POA for my mother, Janet Antonson. NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2770 COMMERCE DR NW, ROCHESTER MN 55901, United States DESCRIPTION: I am POA for my mother so if she would become unable, I would be able to transact, invest, sell, move monies on her behalf. 7) IRONWOOD SPRINGS CHRISTIAN RANCH POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: 7291 County 6 Rd SW, Stewartville MN 55976, United States DESCRIPTION: Board Member, committee member and volunteer- assist with overall direction of ranch- assist in planning annual spring gala- volunteer at ranch
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-12-27 |
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