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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-28 |
| MN | RA | APPROVED | 2026-02-23 |
Branch Locations
130 Cheshire Lane, Suite 130, Minnetonka, MN 55305 • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 03/2004 | 09/2018 |
| Allianz Life Financial Services Llc | Minneapolis | MN | 06/2010 | 09/2018 |
| Advisornet Wealth Management | Minneapolis | MN | 09/2018 | 12/2020 |
| Great Waters Financial | Minneapolis | MN | 09/2018 | 12/2020 |
| Foundations Investment Advisors Llc | Minnetonka | MN | 12/2020 | 03/2025 |
| Clearpath Wealth Advisors | Minnetonka | MN | 12/2020 | Present |
| Advisornet Wealth Partners | Minnetonka | MN | 03/2025 | Present |
INSURANCE, INVESTMENT RELATED, MN, INSURANCE SALES, START DATE: 2010, 30 HOURS PER MONTH DURING SECURITIES TRADING HOURS, DUTIES: SALES OF VARIOUS INSURANCE PRODUCTS. American Financial Education Alliance (AEFA) - 8514 McAlpine Park Drive, Suite 280 Charlotte, NC 28211 - Chapter President/Instructor - Start Date; Feb 12, 2024 Providing financial educational workshops - 4 hours a month not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-02 |
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