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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-04 |
Branch Locations
1700 Technology Dr Ne Suite 100, Willmar, MN 56201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Edina | MN | 09/2016 | 11/2017 |
| Nylife Securities Llc | Edina | MN | 10/2016 | 11/2017 |
| Rda Finanial Network, Inc | Coralville | IA | 11/2017 | 01/2025 |
| Legacy Financial | Spicer | MN | 11/2017 | 01/2025 |
| D&D Electric Llc | Wilmar | MN | 04/2021 | Present |
| Devory Fischer Insurance | Spicer | MN | 11/2017 | 01/2025 |
| United Planners Financial Services | Scottsdale | AZ | 11/2017 | 01/2024 |
| Gilbertson Management Group | Willmar | MN | 02/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
1. Name of other business: D&D Electric LLC Investment related: No Address: Same As Residential Address Nature of business: Utility-Electrical Install & Service Start Date: 04/2021 Apx number of hours per week: 8 Apx number of hours during trading hours: 0 Position/title/relationship: Owner Brief description of duties: Invoicing, payroll submission, & HR. 2. Name of other business: Gilbertson Management Group Investment related: Yes Address: Same as registered location Nature of business: DBA - branding team name for Financial Services Start date: 01/2025 Position/title/relationship: Financial Professional Apx number of hours per week: 20 Apx number of hours during trading hours: 20 Brief description of duties: Administrative and Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-21 |
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