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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-28 |
Branch Locations
1650 West End Blvd Suite 100, St. Louis Park, MN 55416 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2012 | 05/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2012 | 05/2019 |
| The Leaders Group, Inc. | Littleton | CO | 06/2020 | 06/2024 |
| Truchoice (American Financial Marketing, Inc) | Minneapolis | MN | 08/2012 | Present |
| Osaic Wealth, Inc. | St Louis Park | MN | 06/2024 | Present |
1. TRUCHOICE (AMERICAN FINANCIAL MARKETING, INC) - 8/1/2012 - 400 US 169 South, Suite 200, Minneapolis, MN 55426 - Annuity Wholesaler, Wholesale annuities to financial advisors around the country, Invt Rel, Insurance business, 160 hrs/mo; 0 hrs/mo (during trading hours). 2. INDEPENDENT INSURANCE AGENT - 8/28/2020 - 5400 Comstock Lane N, Plymouth, MN 55446 - Insurance agent, Helping to position insurance products to family and friends if needed, Not Invt Rel, Insurance sales, 1 hr/mo; 1 hr/mo (during trading hours). 3. TLG ADVISORS, INC - 6/11/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours). 4. NSURANCE AGENT POSITION: Insurance Agent NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2024 ADDRESS: 1650 West End Blvd, St Louis Park MN 55416, United States DESCRIPTION: As part of financial planning, I propose we necessary fixed annuities, life, disability and long term care insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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