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800 Washington Avenue North Suite 150, Minneapolis, MN 55401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-08 |
| MN | RA | APPROVED | 2019-11-21 |
Branch Locations
800 Washington Avenue North Suite 150, Minneapolis, MN 55401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 09/2013 | 10/2019 |
| Nicollet Investment Management, Inc. | Minneapolis | MN | 10/2019 | Present |
| Nicollet Investment Management, Inc. | Minneapolis | MN | 04/2025 | Present |
| 705 5Th Ave Se Partners Llc | Excelsior | MN | 08/2018 | Present |
100% owner of Westonka Capital LLC. Westonka Capital LLC owns 50% of: (1) Westonka Cattle Partners LLC; and (2) 50% of 705 5TH AVE SE PARTNERS LLC. None of which is in the investment advisory business. Started 08/2018; Approximately 1 hour per month spent; Approximately 0 hours spent during security trading hours; rental properties, land conservation, agriculture.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-21 |
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