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5161 Miller Trunk Highway, Duluth, MN 55811-1203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-03 |
Branch Locations
5161 Miller Trunk Highway, Duluth, MN 55811-1203 • United States
Cumberland, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-08 |
| S66 | Uniform Combined State Law Examination | 2004-03-18 |
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