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Waconia, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Financial Planning Co. | Waconia | MN | 03/2016 | Present |
| Unitedhealth Group | Minnetonka | MN | 03/2016 | Present |
As of 03/07/2016 UnitedHealth Group - Benefits Consultant Non-Investment Related Located on Bren Road in Minnetonka, MN., working 40 hours per week, all during Securities Trading Hours. Duties include Project Management and Benefits Education. As of 03/2016 The Financial Planning Co. - President, CCO Investment Related Located on 1043 Meadow Ln Waconia, MN 55387, working 40 hours per week, all during Securities Trading Hours. Duties include providing personal financial planning and investment management services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-14 |
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