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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-16 |
Branch Locations
731 Bielenberg Drive Suite 105, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Woodbury | MN | 05/2012 | Present |
| Deb Kuper | Woodbury | MN | 12/2009 | Present |
| Focus Financial | Woodbury | MN | 05/2013 | Present |
1) FOCUS FINANCIAL POSITION: Statutory Agent - NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2012 ADDRESS: 539 Bielenberg Dr., STE 135, Woodbury MN 55125, United States DESCRIPTION: Reviewing insurance quotes 2) DEBRA KUPER POSITION: Other - Registered Assistant/Associate Advisor to Debra Kuper (Financial Advisor)... NATURE: Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2013 ADDRESS: 539 Bielenberg Dr., Ste. 135, Woodbury MN 55125, United States DESCRIPTION: Accept Client Orders and requests; Research on investment, insurance or planning recommendations on behalf of Deb Kuper (the advisor); Full range of advisor duties under the direction and supervision of the advisor to include specific account and planning needs; Maintain contact with and provides service to clients to review goals, objectives, and portfolios; Play a role in the ongoing development of the advisor's business...Also work as support staff to advisor: daily administrative duties (Providing client servicing, Scheduling, appt prep, answering phones, database mgmt, correspondence, adhering to compliance requirements, organize team office and supplies, etc.)...Also provide basic tech support/training and servicing for the Advisor's business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-17 |
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