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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-02-29 |
Branch Locations
244 Water St Ste 2, Excelsior, MN 55331-1825 • United States
10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305-1581 • United States
Minnetonka, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vermillion State Bank | Hastings | MN | 01/2013 | 12/2017 |
| Cetera Investment Advisers, Llc | Vermillion | MN | 01/2014 | 12/2017 |
| Securities America, Inc. | Inver Heights Grove | MN | 01/2018 | 09/2021 |
| Vermillion Wealth Management Inc. | Rosemount | MN | 06/2018 | 02/2024 |
| Vermillion Insurance Agency | Rosemount | MN | 09/2021 | 02/2024 |
| Cetera Investment Services, Llc | St. Cloud | MN | 07/2013 | 12/2017 |
| Ameriprise Financial Services, Llc | Minnetonka | MN | 02/2024 | Present |
Outside Employment; WDA, Inc; Paraplanner -Assisting advisor with financial planning, processing transaction, taking notes during meetings, sending follow up emails to clients, scheduling meetings.; Manage advisory business; 10159 Wayzata Blvd. Suite 200, , Minnetonka, MN, 55305; Investment-Related; 02/12/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-01 |
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