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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-03-29 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
7945 Stone Creek Drive #40, Chanhassen, MN 55317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Lakes Financial | Chanhassen | MN | 06/2022 | Present |
| Scheels | Mankato | MN | 08/2019 | 05/2022 |
| Dairy Queen | Chaska | MN | 05/2019 | 08/2019 |
| Lafayette Club | Minnetonka | MN | 06/2019 | 08/2019 |
| Minnesota State University | Mankato | MN | 08/2018 | 05/2022 |
| Mayer Lutheran High School | Mayer | MN | 08/2014 | 08/2018 |
| Creativeone Securities, Llc | Overland Park | KS | 11/2022 | Present |
1.) Western Lakes Financial; investment-related; 7945 Stone Creek Dr. Suite 40, Chanhassen MN 55317; Financial Advising; Licensed Operational Specialist; 06/2022; 160 hrs/mo; 130 hrs/mo; Client Review, Building Financial Plans 2.) Matt Binstock: Insurance; investment-related; 7945 Stone Creek Dr. Suite 40, Chanhassen MN 55317; Fixed Insurance; Agent; 06/2024; 5 hrs/mo; 5 hrs/mo; Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-23 |
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