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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-21 |
Branch Locations
701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baune Financial | Mendota Heights | MN | 10/2015 | 04/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2015 | 04/2019 |
| Quantitative Advantage, Llc | Minnetonka | MN | 04/2019 | 04/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-31 |
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