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Brian Jeffrey Jass

Tailwinds Wealth, LLC

Vadnais Heights, MN

CRD 5837775

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Employer firm

Tailwinds Wealth, LLC CRD 322924

$193M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tailwinds Wealth, Llc

3640 Talmage Circle St 100, Vadnais Heights, MN 55110 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-09-02
  • MN RA
    APPROVED
    Since 2022-09-02

Branch Locations

3640 Talmage Circle St 100, Vadnais Heights, MN 55110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisornet Wealth Management Minneapolis MN 02/2016 04/2022
Great Waters Financial Vadnais Heights MN 01/2016 08/2022
Cetera Advisor Networks Llc El Segundo CA 01/2018 02/2019
Great Waters Wealth Management Vadnais Heights MN 04/2022 08/2022
Tailwinds Wealth, Llc Vadnais Heights MN 08/2022 Present
  • 02/2016 → 04/2022
    Advisornet Wealth Management
    Minneapolis, MN
  • 01/2016 → 08/2022
    Vadnais Heights, MN
  • 01/2018 → 02/2019
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 04/2022 → 08/2022
    Great Waters Wealth Management
    Vadnais Heights, MN
  • 08/2022 → Present
    Vadnais Heights, MN
Previous Registrations
  • 2022-04-11 → 2022-08-08
    Vadnais Heights, MN
    Shoreview, MN
  • 2016-02-23 → 2022-04-28
    Minneapolis, MN
    Minneapolis, MN
    White Bear Lake, MN
    New Hope, MN
    Minnetonka, MN
    Minneapolis, MN
    Minneapolis, MN
    Vadnais Heights, MN
  • 2018-01-09 → 2019-02-19
    Cetera Wealth Services, Llc
    Minnetonka, MN
  • 2014-01-22 → 2016-01-20
    Minneapolis, MN
    Arden Hills, MN
    Roseville, MN
Other Businesses

1. Name of other business: Amanda Kristine Creative Content, LLC; Non-Investment related; address: Nature of business: Writing & editing; Position: Signer on account for spouse's business; Start date: February 2022; 2 hrs./month, 0 during securities trading hours; Duties: Assist in account reconciliation, applying bills and expenses; Address: same as registrant 2. Brian is an owner and licensed insurance agent with Wilian Insurance, LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-01
S63 Uniform Securities Agent State Law Examination 2010-11-09
  • S65 Uniform Investment Adviser Law Examination
    2016-02-01
  • S63 Uniform Securities Agent State Law Examination
    2010-11-09

View on SEC IAPD

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