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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-20 |
Branch Locations
3500 American Blvd West, Suite 190, Bloomington, MN 55431 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Trust Company | St. Paul | MN | 06/2015 | 09/2016 |
| Erickson & Wessman | Bloomington | MN | 09/2016 | 02/2020 |
| Sauber Legal Services | Bloomington | MN | 08/2020 | 02/2021 |
| Sandahl & Damhof | Bloomington | MN | 02/2021 | Present |
| Great Valley Advisor | Edina | MN | 05/2026 | Present |
| Messerli Kramer | Minneapolis | MN | 02/2020 | 08/2020 |
1) Innovative Planning Group (IPG) - investment-related DBA - IAR - 160 hrs-month 2) Great Valley Advisor Group (GVA) - advisory DBA - IAR - 160 hrs-month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
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