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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-12 |
Branch Locations
2600 S. Wayzata Blvd, Minneapolis, MN 55405 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • 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 |
|---|---|---|---|---|
| Self Employed: 10,000 Lakes Mortgage Protection And Retirement | Minneapolis | MN | 11/2015 | 10/2018 |
| Self Employed: Husbear Events Inc. | Minneapolis | MN | 02/2019 | Present |
| Self Employed: Advisors Excel | Minneapolis | MN | 10/2018 | Present |
| 3956 Vera Cruz Ave N Llc | Robbinsdale | MN | 01/2021 | Present |
| Brookstone Capital Management | Wheaton | IL | 03/2021 | 07/2024 |
| Foundations Investment Advisors | Phoenix | AZ | 07/2024 | Present |
| Jordan-Taylor Financial Inc. | Minneapolis | MN | 06/2024 | Present |
1.) HUSBEAR HOMES LLC; INVESTMENT RELATED, NO; 2600 WAYZATA BLVD. MINNEAPOLIS, MN 55405; RESIDENTIAL RENTALS; OWNER; START DATE: 01/2021; 8 HOURS/MONTH DEDICATED TO ACTIVITY; 0 HOURS/MONTH DURING TRADING HOURS. DUTIES: PURCHASE, RENOVATE, AND THEN RENT SINGLE FAMILY HOMES. 2.) HUSBEAR EVENTS LLC; INVESTMENT RELATED, NO; 16 PARKVIEW TERRACE MINNEAPOLIS, MN 55416; EVENT PLANNING AND DJ SERVICES; OWNER; START DATE: 02/2019; 8 HOURS/MONTH DEDICATED TO ACTIVITY; 0 HOURS/MONTH DURING TRADING HOURS. DUTIES: PLAN A FEW EVENTS (SOME FOR CHARITY, SOME FOR PROFIT) AND PROVIDE DJ SERVICES FOR THE EVENTS. ALSO, WILL PROVIDE DJ SERVICES TO OTHER ORGANIZATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-13 |
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