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Jonathan Patrick Dobson

Coppell Advisory Solutions LLC

Dallas, TX

Rochester, MN

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Current Employers
Coppell Advisory Solutions Llc

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-07
  • MN RA
    APPROVED
    Since 2026-01-07

Branch Locations

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

2900 43Rd Street Northwest, Rochester, MN 55901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life & Casualty, Inc Rochester MN 12/2017 11/2022
Schaffers Mill Truckee CA 03/2016 10/2016
Porch And Cellar Rochester MN 10/2016 01/2018
Bankers Life Securities, Inc Rochester MN 02/2022 11/2022
Bankers Life Advisory Services, Inc Rochester MN 04/2022 11/2022
Insight Advisory Group Rochester MN 10/2022 Present
  • 12/2017 → 11/2022
    Bankers Life & Casualty, Inc
    Rochester, MN
  • 03/2016 → 10/2016
    Schaffers Mill
    Truckee, CA
  • 10/2016 → 01/2018
    Porch And Cellar
    Rochester, MN
  • 02/2022 → 11/2022
    Bankers Life Securities, Inc
    Rochester, MN
  • 04/2022 → 11/2022
    Rochester, MN
  • 10/2022 → Present
    Insight Advisory Group
    Rochester, MN
Previous Registrations
Other Businesses

Agent with Insight Advisory Group. I am an agent for health insurance and life insurance as well as fixed and indexed annuities. The address of my office is 2900 43rd St. NW Suite #250 Rochester, MN 55901. I started with Insight Advisory Group in October of 2022 and I work full time or approximately 30-40 hours/week. I prospect and meet with potential clients to aid them in decision making on life and health insurance needs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-24
  • S66 Uniform Combined State Law Examination
    2022-03-24

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