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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-26 |
Branch Locations
43 Main Street Se Suite 236, Minneapolis, MN 55414 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Owatonna | MN | 09/2007 | 06/2019 |
| Self-Employed | Minneapolis | MN | 06/2022 | 05/2025 |
| Luther College | Decorah | IA | 08/2019 | 05/2022 |
| Luther College | Decorah | IA | 08/2020 | 05/2022 |
| Bethel Lutheran Church | Minneapolis | MN | 07/2022 | 09/2023 |
| Owatonna High School | Owatonna | MN | 08/2015 | 06/2019 |
| Brian Kelly | Minnetonka | MN | 04/2023 | 05/2025 |
| David Klein | Minnetonka | MN | 04/2023 | 05/2025 |
| Larwin Kauffman | Minnetonka | MN | 04/2023 | 05/2025 |
| Northwestern Mutual Investment Services Llc | Minnetonka | MN | 04/2023 | 05/2025 |
| Brian Kelly | Minnetonka | MN | 07/2022 | 04/2023 |
| Lawrin Kauffman | Minnetonka | MN | 07/2022 | 04/2023 |
| David Klein | Minnetonka | MN | 07/2022 | 04/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2023 | 05/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2023 | 05/2025 |
| Refine Wealth Strategies | Minnetonka | MN | 07/2022 | 05/2025 |
| Vector Wealth Management | Minneapolis | MN | 06/2025 | 05/2026 |
| Kestra Financial Inc. | Minneapolis | MN | 05/2026 | Present |
1. 100% OWNER, COLLABORATIVE PIANO, 820 N LOGAN AVE, MINNEAPOLIS, MN 55411, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 07/31/2023, HOURS PER MONTH DURING SECURITIES TRADING: 20-25, FREELANCE PIANIST
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-29 |
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