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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-08-15 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
505 Waterford Park Highway 169 N, Suite 1100, Plymouth, MN 55441 • United States
Chanhassen, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Knw Group | Minnetonka | MN | 07/2016 | Present |
| Kestra Advisory Services, Llc | Plymouth | MN | 08/2016 | Present |
| Kestra Investment Services, Llc | Plymouth | MN | 08/2016 | Present |
Business Name: The KNW Group Investment Related: Yes Address: 4350 Baker Road, Suite 250 Minnetonka MN 55435 Nature of Business: Registered Field Assistant; Insurance Position, Title or Relationship: Wealth Transfer Associate Start Date: 7/5/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Reviewing in force life insurance policies, alerting clients of upcoming conversion deadlines, creating annual reports.Business Name: NFP Investment Related: Yes Address: 505 Highway 169 N, Suite 1100 Plymouth MN 55441 Nature of Business: Registered Field Assistant; Insurance Position, Title or Relationship: Senior Analyst, Advanced Sales. Start Date: 3/8/2019 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Design life insurance options for our advisers as well as sell insurance to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
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