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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-07 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Plymouth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reserve Financial Group | Plymouth | MN | 11/1995 | 12/2024 |
| Portfolio Medics | Bonita Springs | FL | 01/2025 | Present |
| Exemplar Wealth Protection | Plymouth | MN | 01/2014 | Present |
| Exemplar Business Solutions | Plymouth | MN | 01/2021 | Present |
Mr. Webster has the following Outside Business Activities. 1) He provides financial business consulting through Exemplar Wealth Protection. He spends approximately 10 hours a month in this activity. 2) He provides financial planning, insurance services including transactions in annuities to individuals as an independent insurance agent through his own firm of Exemplar Business Solutions and various other insurance agencies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-24 |
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