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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-18 |
Branch Locations
901 Twelve Oaks Center Dr 914 [Satellite], Wayzata, MN 55391 • United States
2800 S First St Ste 207, Willmar, MN 56201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 11/2012 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 10/2016 | 10/2022 |
| Bank Of America, N.A. | Wayzata | MN | 01/2017 | 10/2022 |
| Lpl Financial Llc | Bloomington | MN | 10/2022 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MN | 03/2026 | Present |
1)09/30/2022 - Arden Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/30/2022 - Rental Property 1 - Real Estate Rental - Inv Rel - Eden Prairie, MN RENTAL PROPERTY - 13570 ; INV RELATED;EDEN PRAIRIE,MN; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 02/01/2022; 2 HRS PER MONTH; 0 HRS DURING TRADING; ARDEN ADVISORS LLC; INV RELATED;CITY,MN; FINANCIAL ADVISORY SERVICES;100% OWNERSHIP; START DATE: 10/01/2022; 160 HRS PER MONTH; 160 HRS DURING TRADING; ANDERSON WM LLC; INV RELATED;PLYMOUTH,MN; FINANCIAL ADVISORY SERVICES;100% OWNERSHIP; START DATE: 03/18/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-04 |
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