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Current Employers
First Associated Investment Advisors, Inc.

5161 Miller Trunk Highway, Duluth, MN 55811-1203 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-01-03
  • MN RA
    APPROVED
    Since 2025-01-03

Branch Locations

5161 Miller Trunk Highway, Duluth, MN 55811-1203 • United States

Cumberland, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Business & Estate Advisers,Inc. Wayzata MN 09/1968 09/2017
Valmark Securities, Inc. Beachwood OH 02/2003 Present
B&E Investment Advisers, Inc. Wayzata MN 11/1985 09/2017
The Canvasback Company Cumberland WI 10/2017 Present
  • 09/1968 → 09/2017
    Business & Estate Advisers,Inc.
    Wayzata, MN
  • 02/2003 → Present
    Valmark Securities, Inc.
    Beachwood, OH
  • 11/1985 → 09/2017
    Wayzata, MN
  • 10/2017 → Present
    The Canvasback Company
    Cumberland, WI
Previous Registrations
Other Businesses

1) DENSUE, LLLP/1% OWNER/GENERAL PARTNER;22% Limited Partner, FAMILY PARTNERSHIP THAT HOLD COMMERCIAL REAL ESTATE NOT INVESTMENT RELATED./// 2) GEN. INS. AGCY.; /LIFE INSURANCE, LONG TERM CARE INSURANCE AND DISABILITY INSURANCE SALES; INDEPENDENT BROKER; SALES OF INSURANCE PRODUCTS; NOT INVESTMENT RELATED./// 3) VARIOUS VOLUNTEER BOARDS./// 4) INVESTMENT NETWORK GROUP; INVESTMENT CLUB; MEMBER; OWN 1/16TH OF THE CLUB AND INVEST $500 PER QUARTER IN THE SAME; INVESTMENT RELATED./// 5) SILSBY LAKE LODGE; NORTHERN MANITOBA, CANADA; COMMERCIAL FISHING LODGE; NOT INVESTMENT RELATED; DEN SUE, LLLP OWNS A $20,000 SHARE OR ABOUT 2%./// 6) 50 People (& More) Who Care: Current board member of Community based group that raises money ($100 per quarter from each member) and then gifts total raised to a chosen local business each quarter; not investment related and I am not in charge of any of the quarterly deposits./// 7) Serenity Shores Homeowners Association, 1530 Grove Street, Cumberland, Wisconsin 54829; President; Condominium Home Owners Association; NOT Investment Related; Start Date - July 2020; YES, Financial Interest as homeowner, own 1/12th of the association grounds; Approximately 6-10 hours per month; No Compensation./// 8) The Canvasback Company, 1534 Grove Street, Cumberland, Wisconsin 54829; General Life Insurance Consulting Firm; President; NOT Investment Related; Start Date - October 1, 2017; Owns 100% of Company; Approximately 21-40 hours per month; paid salary and bonuses at year end./// 9) Wayzata Place Condo Association; Wayzata, Minnesota 55391; President, Condo Association; Run Board Meetings and give input for Association Needs and Wants; NOT Investment Related; Start Date 09/2023; I own a Condo which represents about 2% of the Association; Approximately 6-10 hrs. per month; No compensation is paid.///

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-07-08
S66 Uniform Combined State Law Examination 2004-03-18
  • S63 Uniform Securities Agent State Law Examination
    2021-07-08
  • S66 Uniform Combined State Law Examination
    2004-03-18
Designations
Other Names
  • Denny Zahrbock
  • E Dennis Zahrbock

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