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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
| MN | RA | APPROVED | 2024-07-11 |
Branch Locations
520 Nw 1St Ave. Suite 6, Grand Rapids, MN 55744 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Brainerd | MN | 10/2011 | 11/2022 |
| Thrivent Financial For Lutherans | Appleton | WI | 02/2012 | 11/2022 |
| Woodbury Financial Services Inc | Brainerd | MN | 11/2022 | 01/2024 |
| Osaic Wealth, Inc. | Brainerd | MN | 01/2024 | Present |
1) HOME FARM POSITION: Owner NATURE: Farming INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2017 ADDRESS: 20989 Jewel Road, Little Falls MN 56345, United States DESCRIPTION: Clerical 2) RENTAL INCOME POSITION: Building owner NATURE: Leased office space INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2021 ADDRESS: 624 NW 5th Street, Brainerd MN 56401, United States DESCRIPTION: renting half of the building, separate unit. 3) HOME FARM POSITION: bookkeeping NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2017 ADDRESS: 20989 Jewel Rd, Little Falls MN 56345, United States DESCRIPTION: Bookkeeping for family farm. 4) RENTAL INCOME POSITION: Building Owner NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 624 NW 6th St, Brainerd MN 56401, United States DESCRIPTION: Manage property 5) RETIREMENT DESIGNS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 10/24/2022 ADDRESS: 624 NW 5th St, Brainerd MN 56401, United States DESCRIPTION: Financial advising 6) INSURANCE POSITION: Insurance Agent NATURE: Insurance offerings; Life Insurance, Long Term Care Insurance and Disability Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/17/2022 ADDRESS: 624 NW 5th St, Brainerd MN 56401, United States DESCRIPTION: Helping clients handle the risks pre and post retirement. 7) TW TRANSPORT POSITION: Shareholder NATURE: S -Corp INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 20989 Jewel Rd, Little Falls MN 56345, United States DESCRIPTION: business decisions, monthly meeting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-11 |
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