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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-24 |
Branch Locations
200 Southdale Center Suite 157, Edina, MN 55435 • United States
St. Louis Park, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Enterprise Investment Services, Inc. | Chicago | IL | 04/2014 | 09/2021 |
| Lincoln Financial Advisors | Edina | MN | 09/2021 | 01/2025 |
| Osaic Wealth, Inc. | Edina | MN | 01/2025 | Present |
1. ANDREW SACKRISON - FIXED INSURANCE POSITION: Agent NATURE: Offer and service fixed annuities and traditional life insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2021 ADDRESS: 200 Southdale Center Ste 157, Ste. 100, Edina MN 55435, United States DESCRIPTION: Offer and service fixed annuities and traditional life insurance. 2. BUSINESS ACCOUNT-SACKRISON WEALTH PLANNING LLC POSITION: Owner NATURE: Setting up my own business bank account as Sackrison Wealth Planning LLC to efficiently file taxes each and every year INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2021 ADDRESS: 200 Southdale Center Ste 157, Ste. 100, Edina MN 55345, United States DESCRIPTION: set up a business bank account to pay myself and track for end of year tax filings 3. MN BLADES HOCKEY COACH POSITION: Head Coach NATURE: non - profit , AAA hockey team INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2026 ADDRESS: 6215 Oxford Street, St. Louis Park MN 55416, United States DESCRIPTION: Head Coach for AAA hockey team: Coach the hockey team Schedule practices/tournaments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-27 |
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