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25 1St Ave Nw, Watertown, SD 57201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED_RES | 2024-02-22 |
| SD | RA | APPROVED | 2024-01-09 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Watertown | SD | 07/2010 | 09/2018 |
| Lpl Financial, Llc | Watertown | SD | 09/2018 | 06/2022 |
| Visionpoint Advisory Group, Llc | Watertown | SD | 09/2018 | 01/2024 |
| Midwest Financial Strategies | Watertown | SD | 01/2024 | Present |
Lee Rycraft - Sole Proprietor. Investment Related. 18th 8th Ave SE, Watertown, SD 57201. Non-variable insurance products. Licensed insurance agent through various insurance carriers. Start January 31, 2024. 5 hours per month during securities trading hours. Midwest Financial Properties LLC - 25 1st Avenue NW, Watertown, SD 57201. Not investment related. Commercial real estate holding company. 50% Owner. Start November 2025. Less than 5 hours per month, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
| S66 | Uniform Combined State Law Examination | 2010-08-12 |
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