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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-22 |
Branch Locations
622 Atlantic Ave., Morris, MN 56267 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Copmany | Milwaukee | WI | 05/2006 | 09/2021 |
| Northwestern Mutual Investment Services, Llc | Fergus Falls | MN | 01/2015 | 09/2021 |
| Chokio Fire Department | Chokio | MN | 12/2015 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2017 | 09/2021 |
| The Company Blue | Chokio | MN | 07/2019 | Present |
| Lpl Financial Llc | Morris | MN | 10/2021 | 09/2023 |
| Advisors' Pride Inc | Morris | MN | 11/2021 | 10/2022 |
| Gateway Wealth Partners, Llc | Morris | MN | 10/2022 | 09/2023 |
| Oneascent Financial Services Llc | Birmingham | AL | 09/2023 | Present |
1) 10/4/2021- Non-Variable Insurance- Agent selling life, disability and LTC.- inv. related- Morris, MN- start date 2006- 10hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-23 |
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