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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
23624 St Francis Boulevard Nw Suite 8, Saint Francis, MN 55070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Lindstrom | MN | 02/2014 | 02/2020 |
| Thrivent Financial | Appleton | WI | 06/2014 | 02/2020 |
| Parkland Securities Llc | Ann Arbor | MI | 02/2020 | 01/2025 |
| Sigma Planning Corporation | Ann Arbor | MI | 02/2020 | 01/2025 |
| Osaic Wealth Inc | Saint Francis | MN | 01/2025 | Present |
1. NORTH METRO MONEY MANAGEMENT POSITION: Independent Licensed Insurance Agent NATURE: Insurance Agency DBA North Metro Money Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2014 ADDRESS: 23624 St Francis Blvd, St Francis MN 55070, United States DESCRIPTION: Sell various types of insurance 2. NORTH METRO MONEY MANAGEMENT POSITION: Co-owner NATURE: North Metro Money Management serves as DBA for our financial advising practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2022 ADDRESS: 23624 St Francis Blvd NW, St Francis MN 55070, United States DESCRIPTION: North Metro Money Management provides holistic financial advice to clients 3. FISHER CLEM LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2022 ADDRESS: 23624 St Francis Blvd NW, St Francis MN 55070, United States DESCRIPTION: Fisher Clem LLC is a jointly held LLC with Cody Clem used for tracking business expenses. Entity is not public facing 4. FISHER FINANCIAL ADVISING INC POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2020 ADDRESS: 23624 St Francis Blvd NW, St Francis MN 55070, United States DESCRIPTION: Fisher Financial Advising Inc is an individually owned s-corp used for tracking business expenses and tax purposes. 5. TRAVIS FISHER (CROP RENTAL) POSITION: n/a NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 5993 Ambassador Blvd NW, St Francis MN 55070, United States DESCRIPTION: I own land in Wisconsin that is in government conservation program (CRP). Land is rented for an annual amount of $5296. It is a 10 year program. 6. FISHER CLEM PROPERTIES LLC POSITION: Member and manager NATURE: Fisher Clem Properties LLC is a real estate holding company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2025 ADDRESS: 23624 St Francis Blvd, Saint Francis MN 55070, United States DESCRIPTION: Fisher Clem Properties LLC is a real estate holding company. It was created to purchase and own the current commercial office building where our financial advising practice is located.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-22 |
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