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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-01 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
3800 American Blvd. West Suite 1500, Bloomington, MN 55431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fure Financial Corporation | Eden Prairie | MN | 10/1988 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2002 | 07/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2014 | 07/2017 |
| Fure Financial Corporation | Bloomington | MN | 06/2017 | 06/2022 |
| Mercer Global Advisors Inc. | Denver | CO | 05/2022 | 04/2025 |
| Xypn Invest | Bozeman | MT | 05/2025 | Present |
| Windjammer Wealth Advisory | Bloomington | MN | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-02 |
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