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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-01-04 |
Branch Locations
7825 Washington Avenue South Suite 410, Bloomington, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig American General Life Insurance Company | Bloomington | MN | 10/2002 | 12/2020 |
| Sagepoint Financial, Inc | Bloomington | MN | 01/2009 | 12/2020 |
| Independent Financial Group | Bloomington | MN | 01/2021 | Present |
(1) DEWEY FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/16/1975 ADDRESS: 7825 Washington Avenue South, Suite 410, Bloomington MN 55439, United States DESCRIPTION: 100% of DBA used for marketing purposes (2) TENTMAKERS POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2014 ADDRESS: 525 W. 78th St #203, Chanhassen MN 55317, United States DESCRIPTION: Explain concepts to help Christians go deeper in their financial stewardship journey and to align their money decisions with their values. (3) NAIFA MN AFFILIATE POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/17/2017 ADDRESS: 7825 Washington Avenue South, Suite 410, Bloomington MN 55439, United States DESCRIPTION: Volunteer - Attend Meetings (4) LIVING TRUST THE ESTATE PLAN POSITION: Independent Contractor NATURE: Referral Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2005 ADDRESS: 7825 Washington Avenue South, Suite 410, Bloomington MN 55439, United States DESCRIPTION: Work with a licensed attorney to help clients establish a living trust (5) OUTSIDE INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 02/01/1975 ADDRESS: 7825 Washington Avenue South, Suite 410, Bloomington MN 55439, United States DESCRIPTION: Sale of various types of insurance (6) COACH POSITION: Volunteer NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: Various Edina Football Fields, Edina MN 55436, United States DESCRIPTION: Coach for school district
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-20 |
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