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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-08-18 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
4310 17Th Ave. S., Fargo, ND 58103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Fargo | ND | 08/2022 | 02/2024 |
| Unemployed | Glenwood | MN | 05/2022 | 08/2022 |
| Willmar Fabrication | Benson | MN | 05/2019 | 08/2019 |
| Pezhekee National Golf Course | Glenwood | MN | 06/2018 | 09/2018 |
| Concordia College | Moorhead | MN | 09/2017 | 05/2022 |
| Hunts Resort | Glenwood | MN | 03/2017 | 08/2017 |
| Minnewaska Area Schools | Glenwood | MN | 09/2010 | 05/2017 |
| Nylife Securities Llc | Fargo | ND | 09/2022 | 02/2024 |
| Avantax Investment Services Inc. | Glenwood | MN | 02/2024 | 09/2025 |
| Avantax Insurance Agency | Glenwood | MN | 02/2024 | 09/2025 |
| Avantax Advisory Services | Glenwood | MN | 02/2024 | 09/2025 |
| Wagsness, Ogdahl & Associates | Glenwood | MN | 02/2024 | 08/2026 |
| Truplan Financial Planners | Plymouth | MN | 06/2025 | 08/2026 |
| Cetera Wealth Services, Llc | Plymouth | MN | 09/2025 | 08/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 08/2026 |
| Sequoia Financial Group | Akron | OH | 08/2026 | Present |
1)PERSONAL INVESTMENT, CEO ENTERPRISES POSITION: Investor NATURE: I am investing in my parent's S-Corp that owns and manages income properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2024 ADDRESS: 23950 North Lakeshore Drive, Glenwood MN 56334, United States DESCRIPTION: My role as an investor is to initially provide capital. As a partial owner I will also provide personal input on future business decisions and strategies. I will likely also be involved in some maintenance/development projects that are inherent with owning a rental property/unit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-23 |
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