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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-01-04 |
Branch Locations
100 4Th Ave Se Suite 2, Plainview, MN 55964 • United States
421 1St Ave Sw Suite 303, Rochester, MN 55902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inspired Retirement Planning | Palinview | MN | 04/2022 | 02/2023 |
| Geneos Wealth Management | Plainview | MN | 04/2022 | 02/2023 |
| Menard Inc | Plainview | MN | 03/2001 | 03/2022 |
| Peoples State Bank Of Plainview | Plainview | MN | 11/1992 | 06/2018 |
| Geneos Wealth Management Inc | Plainview | MN | 02/2023 | Present |
| Inspired Retirement Planning | Plainview | MN | 02/2023 | Present |
1) DBA: will work under INSPIRED RETIREMENT PLANNING non investment related business located at branch location. 2) Independent rep with various insurance carriers for FIXED INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-29 |
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