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712 Vista Blvd #302, Waconia, MN 55387 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sns Financial Group, Llc | Coon Rapids | MN | 07/2013 | 12/2016 |
| Alpha Beta Consulate, Llc | Chanhassen | MN | 05/2011 | Present |
| Waterstreet Asset Management Llc | Minnetonka | MN | 08/2017 | 12/2020 |
| Advisornet Wealth Partners | Minnetonka | MN | 12/2022 | Present |
| Landcasted Capital Management, Llc | Waconia | MN | 01/2022 | Present |
1. Name of the other business; Alpha Beta Consulate, LLC - Whether the business is investment-related; No - Address of the other business; 712 Vista Blvd #302 Waconia, MN - Nature of the other business; Technology and management consulting services for RIAs. - Position/Title; Principal consultant - Start Date; 2011 - Approximate number of hours/month you devote to the other business; 160 - Approximate number of hours you devote to the other business during securities trading hours; 125 - Duties relating to the other business; Lead Consultant for operations, technology and risk management services. Lifeworks - Fractional PCA Service - Whether the business is investment-related; No - Address of the other business; 6636 Cedar Ave S Richfield, MN 55423 - Nature of the other business; Family PCA Provider - Parent - Position/Title; Employee - Start Date; 2025 - Approximate number of hours/month you devote to the other business; 35 - Approximate number of hours/month you devote to the other business during securities trading hours; 10 - Duties relating to the other business; Caring for a family member with life limiting disease.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-28 |
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