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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-02-28
  • MN RA
    APPROVED
    Since 2024-02-28

Branch Locations

4425 Hwy 169 N Suite 100, Plymouth, MN 55442 • 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
Sandvold Financial Group Minnetonka MN 03/2003 03/2019
Questar Capital Corporation Minneapolis MN 02/2012 03/2019
Questar Asset Management Minneapolis MN 04/2012 03/2019
Woodbury Financial Services, Inc. Minnetonka MN 03/2019 03/2019
Woodbury Financial Services, Inc. Minnetonka MN 03/2019 03/2019
Cetera Advisor Networks El Segundo CA 03/2019 08/2022
Advisornet Wealth Management Maple Grove MN 03/2019 09/2022
Osaic Wealth, Inc. Minneapolis MN 09/2022 Present
Focus Financial Minneapolis MN 09/2022 Present
  • 03/2003 → 03/2019
    Sandvold Financial Group
    Minnetonka, MN
  • 02/2012 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 04/2012 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 03/2019
    Woodbury Financial Services, Inc.
    Minnetonka, MN
  • 03/2019 → 03/2019
    Woodbury Financial Services, Inc.
    Minnetonka, MN
  • 03/2019 → 08/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 03/2019 → 09/2022
    Advisornet Wealth Management
    Maple Grove, MN
  • 09/2022 → Present
    Minneapolis, MN
  • 09/2022 → Present
    Minneapolis, MN
Previous Registrations
  • 2024-05-08 → 2024-10-17
    Minneapolis, MN
  • 2022-09-27 → 2024-05-02
    Minneapolis, MN
    Minneapolis, MN
  • 2019-03-15 → 2022-09-29
    Cetera Wealth Services, Llc
    Minnetonka, MN
  • 2019-05-23 → 2022-09-29
    Maple Grove, MN
    Minnetonka, MN
    Minnetonka, MN
  • 2019-03-01 → 2019-03-19
    Woodbury Financial Services, Inc.
    Minnetonka, MN
  • 2014-01-28 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    St Louis Park, MN
    Minnetonka, MN
Other Businesses

1. SEPARATELY LICENSED INDEPENDENT INSURANCE AGENT. 2. ENCORE FINANCIAL POSITION: Senior Financial Advisor and CPA NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2024 ADDRESS: 4425 Highway 169 North, Suite 100, Plymouth MN 55442, United States DESCRIPTION: DBA disclosure only

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-01-17
  • S63 Uniform Securities Agent State Law Examination
    2006-01-17
Other Names
  • Jed Lund

View on SEC IAPD

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