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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-16 |
| MN | RA | APPROVED | 2019-05-06 |
Branch Locations
8530 Eagle Point Blvd Ste 125, Lake Elmo, MN 55042 • United States
3812 8Th St N Ste 100, Saint Cloud, MN 56303 • United States
11100 Wayzata Blvd Ste 405, Minnetonka, MN 55305 • United States
Orono, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Saint Cloud | MN | 11/2009 | Present |
| Principal Securities Inc | Saint Cloud | MN | 03/2016 | Present |
| Scott Wealth Planning Llc | Saint Cloud | MN | 10/2019 | Present |
**Scott Wealth Planning LLC; Not Investment Related; Minnetonka, MN; Owner; Forming and LLC and hiring a payroll service to pay part-time private staff; Start Date: 09/01/2019; na hrs per month; na during trading hours. **Fixed Insurance; Investment Related; Waite Park, MN; Agent; Life, Annuities, Vision, Health, DI, Dental, Group, LTC; Start Date: 01/01/2010; 25 hrs per month; 25 during trading hours. **CONLON & SCOTT POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/05/2023 ADDRESS: 11100 Wayzata Blvd, Suite 405, Minnetonka MN 55305, United States DESCRIPTION: Mike Conlon and I formed an LLC because we purchased two books of business together as 50/50 partners and needed an operating agreement. This LLC will not directly connect any revenue and will not have any expenses. We formed it for partnership purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-01 |
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