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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-03-24 |
Branch Locations
10417 Excelsior Blvd. Suite 1, Hopkins, MN 55343 • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Our Little World Daycare | Mankato | MN | 09/2019 | 03/2020 |
| Clarity Financial | Hopkins | MN | 09/2022 | Present |
| Mutual Of Omaha Investor Services | Bloomington | MN | 09/2022 | Present |
| Charlies On Prior | Prior Lake | MN | 05/2021 | 08/2022 |
| Kid's Count Daycare | Prior Lake | MN | 03/2016 | 06/2017 |
| Private Household | Savage | MN | 07/2017 | 08/2019 |
| Minnesota State University | Prior Lake | MN | 04/2020 | 04/2021 |
Insurance Agent; Start Date: 4/02/2024; Non-Investment Related; Insurance Lines of Business: Life, Health, and Annuity; Approximately 40 hours per week during business hours. Employee of Clarity Financial; Start Date 09/2022; Investment Related; 10417 Excelsior Blvd., Suite 1 Hopkins, MN 55343; Financial Planner; Employee; Approximately 40 hours per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-24 |
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