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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-04-01 |
Branch Locations
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Financial Network Inc. | Woodbury | MN | 08/2022 | Present |
| Osaic Wealth | Woodbury | MN | 08/2023 | Present |
| Autumn Transport | Woodbury | MN | 08/2021 | 08/2022 |
| Us Army Reserves | St. Paul | MN | 05/2015 | Present |
| Sportsengine | Minneapolis | MN | 05/2019 | 08/2021 |
| Wheaton College | Wheaton | IL | 08/2015 | 05/2019 |
1. Focus Financial Network Inc; Yes; 563 Bielenberg Dr, STE 245, Woodbury, MN 55125; Corporation; Advisor Support Specialist; Employee; 08-15-2022; 160; 130; Meeting prep, meeting notes, Investment planning, Tax planning, Retirement planning; 2. US Army Reserves; no; 4275 Lexington Ave N, Arden Hills, MN 55126; Military Organization; Transportation Officer; Soldier; 05-12-2015; 20; 0; Oversee transportation operations in Arden Hills, MN. Plan for training exercises.; 3. US ARMY RESERVES POSITION: Platoon Leader NATURE: Department of Defense, Military. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2015 ADDRESS: 4725 Lexington Ave N, Arden Hills MN 55126, United States DESCRIPTION: Planning training opportunities, evaluating Soldiers. 4. MAXWELL T GIERKE - NOTARY PUBLIC POSITION: Notary NATURE: Other, not a business, not charging for notary services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 563 Bielenberg Dr, STE 245, Woodbury MN 55125, United States DESCRIPTION: Notarizing documents for clients, as needed. 5. FOCUS FINANCIAL NETWORK INC. POSITION: Financial Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/05/2025 ADDRESS: 635 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Advising clients on financial decisions Reviewing model portfolios Meeting, calling, emailing clients to discuss financial plans Creating financial plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-28 |
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