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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-17 |
Branch Locations
25 North Lake Street Suite 310, Forest Lake, MN 55025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | St. Paul | MN | 11/2012 | 05/2018 |
| Ameriprise Financial Services, Inc | Minneapolis | MN | 05/2018 | 05/2022 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 07/2022 | 02/2026 |
| Gaughan Companies | Forest Lake | MN | 05/2022 | 07/2022 |
| Osaic Wealth, Inc. | Minneapolis | MN | 01/2026 | Present |
1. BECK WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Disclosing Beck Wealth Management as a marketing OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/30/2026 ADDRESS: 25 N Lake Street Suite 310, Forest Lake MN 55025, United States DESCRIPTION: I am a financial advisor/planner with Beck Wealth Management. Duties consist of marketing the services, making recommendations, meeting with clients and servicing accounts. I was instructed to complete an OBA disclosure for my affiliation with Beck Wealth Management to be able to obtain business cards. 2. BECK WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/10/2026 ADDRESS: 25 N Lake Street Suite 310, Forest Lake MN 55025, United States DESCRIPTION: As part of the financial planning process, engage clients in insurance related activities and potentially recommend a life insurance or annuity product.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-12 |
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