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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-23 |
| CO | RA | APPROVED | 2025-04-16 |
| WI | RA | APPROVED | 2025-02-12 |
| AZ | RA | APPROVED | 2024-09-20 |
| IA | RA | APPROVED | 2024-09-16 |
| ND | RA | APPROVED | 2024-09-16 |
| PA | RA | APPROVED | 2024-09-10 |
| CA | RA | APPROVED | 2024-09-09 |
| CT | RA | APPROVED | 2024-09-09 |
| ID | RA | APPROVED | 2024-09-09 |
| KS | RA | APPROVED | 2024-09-09 |
| SD | RA | APPROVED | 2024-09-09 |
| MN | RA | APPROVED | 2016-09-07 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
9210 Wyoming Ave N #200, Brooklyn Park, MN 55445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Isanti | MN | 06/2014 | 09/2016 |
| Advanced Advisor Group Llc | Cambridge | MN | 09/2016 | Present |
| Efs Advisors | Cambridge | MN | 09/2016 | Present |
Kessel Run Farm non inv co owner 02/2023 120 noninv 0 inv selling side effects of hobby farm at farmers market and to individuals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-11 |
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