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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-11 |
Branch Locations
4450 Excelsior Blvd Suite 460, St Louis Park, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Lake Elmo | MN | 11/2008 | 12/2023 |
| Princor Financial Services Corp | Lake Elmo | MN | 11/2008 | 12/2023 |
| Visionpoint Group Llc Dba Fuse Partners | St Louis Park | MN | 12/2023 | Present |
| Pks Investments | Albany | NY | 02/2024 | Present |
| Lion Street Financial | Austin | TX | 01/2025 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
1. VisionPoint Group LLC dba Fuse Partners, LLC. Investment Related. 4450 Excelsior Blvd, Suite 460, St Louis Park, MN 55416. RIA. Partner/ Investment Adviser Representative. 12/2023. 160 hrs/month with 160 hrs during trading hours. Providing financial advice to private clients. Education for 401k participants. 2. Fixed Insurance. Investment Related. At Registered Location. Independent insurance agency. Agent. Fixed.traditional insurance. 12/2023. 20 hrs/month with 20 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At Registered Location. Independent insurance agency. Agent. Fixed.traditional insurance. 12/2023. 20 hrs/month with 20 hrs during trading hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-08 |
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