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7701 France Avenue South #300, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-29 |
Branch Locations
7701 France Avenue South #300, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicoloaus | Golden Valley | MN | 02/2013 | 02/2017 |
| State Farm | Plymouth | MN | 02/2017 | 06/2017 |
| Larson Financial Group, Llc | St. Louis Park | MN | 07/2017 | 03/2022 |
| Larson Financial Securities, Llc | St. Louis Park | MN | 07/2017 | 03/2022 |
| Wells Fargo Advisors Financial Network, Llc | Plymouth | MN | 03/2022 | 09/2023 |
| The Villa At St. Louis Park | St. Louis Park | MN | 11/2018 | 04/2019 |
| Stifel, Nicolaus & Company, Incorporated | Golden Valley | MN | 09/2023 | 08/2025 |
| Punch & Associates Investment Management, Inc. | Edina | MN | 08/2025 | Present |
1. State of MN; 11621 Idaho Ave N Champlin MN 55316; State Government; Notary Public; 01/26/2023; 1.00hr/year; Not during securities trading hours; : Investment-Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-28 |
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