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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-10-07 |
Branch Locations
9301 Bryant Ave South Suite 101, Bloomington, MN 55420 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha | Bloomington | MN | 02/2006 | 10/2024 |
| Best Buy Enterprise Services | Richfield | MN | 02/2004 | Present |
| Osaic Wealth, Inc. | Bloomington | MN | 10/2024 | Present |
1. Insurance Agent; Non-Investment Related; Start Date: 05/01/2006; Insurance Lines: Life, Annuity; Approximately 20 hours per month. 2. DBA Name: Casey Financial Services, LLC; Start Date: 11/2009. 3. DDBA Name: Clarity Financial LLC; Start Date 01/2021 4. CLARITY FINANCIAL POSITION: sales/referring agent NATURE: Health insurance referral partner INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 10417 Excelsior Blvd, #1, Hopkins MN 55343, United States DESCRIPTION: I refer my clients and prospective clients to Clarity Financial for their health insurance and Medicare supplement needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-23 |
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