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4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED | 2022-09-06 |
Branch Locations
4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High School | Flagstaff | AZ | 08/2014 | 08/2018 |
| Forest Highlands Golf Club | Flagstaff | AZ | 05/2016 | 05/2017 |
| Warners Nursery | Flagstaff | AZ | 05/2017 | 08/2018 |
| University Of Arizona | Tucson | AZ | 08/2018 | 05/2022 |
| Einstein Bagel Bros. | Tucson | AZ | 01/2019 | 05/2019 |
| Panera Bread | Tucson | AZ | 09/2019 | 12/2019 |
| Parking And Transportation Department At University Of Arizona | Tucson | AZ | 02/2020 | 01/2022 |
| Foothills Financial Planning | Phoenix | AZ | 01/2022 | 05/2022 |
| Great Waters Financial | Minneapolis | MN | 05/2022 | 08/2022 |
| Great Waters Financial | Minneapolis | MN | 09/2022 | Present |
Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 Nature of Business: Insurance Position: Agent Start Date: 6/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-05 |
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