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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| MN | RA | APPROVED | 2014-04-03 |
Branch Locations
4140 Thielman Lane Suite 304, Saint Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Degraaf Financial | Saint Cloud | MN | 01/2022 | 06/2024 |
| Commonwealth Financial Network | Waltham | MA | 02/2014 | 12/2021 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | Present |
| Degraaf Financial | St. Cloud | MN | 02/2014 | 12/2021 |
| Wheeler Degraaf Financial | Saint Cloud | MN | 06/2024 | Present |
1. Fixed insurance sales; as of 02/03/2016; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, PAR Financial, LLC dba Wheeler DeGraaf Financial; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2026; 20% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-20 |
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