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2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-03-27 |
Branch Locations
309 W Superior St., Duluth, MN 55802 • United States
2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Professional Planners, Ltd. | Duluth | MN | 01/2022 | 09/2023 |
| Mcdonalds | Eagan | MN | 03/2016 | 07/2017 |
| Cub Foods | Eagan | MN | 08/2017 | 07/2019 |
| University Of St. Thomas - Campus Store | St. Paul | MN | 08/2019 | 03/2020 |
| Unemployed | Eagan | MN | 04/2020 | 06/2020 |
| Pine Grove Financial Group | Minnetonka | MN | 06/2021 | 08/2021 |
| White House Custom Colour | Eagan | MN | 07/2020 | 06/2021 |
| Unemployed | Eagan | MN | 09/2021 | 12/2021 |
| Sam'S Club | Eagan | MN | 09/2021 | 12/2021 |
| Midwest Professional Planners, Ltd. | Duluth | MN | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-27 |
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