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4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-14 |
| TX | RA | APPROVED_RES | 2011-04-14 |
Branch Locations
4350 Baker Road Suite 245, Minnetonka, MN 55343 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Minnetonka | MN | 11/2008 | 12/2021 |
| Marks Group Wealth Management | Minnetonka | MN | 11/2008 | Present |
(1) 11/07/2008 - REAL ESTATE RENTAL - ZUGGPITZE INN LLC - OWN A VACATION RENTAL PROPERTY IN NORTHERN WI. THE PROPERTY IS MANAGED BY A PROPERTY MANAGER. BEN RESPONSIBLE FOR KEEPING IT MAINTAINED. - INVESTMENT RELATED - 1% OF TIME SPENT - NORTHERN WI. (2) 8/1/2021 - FOUNDATION FOR ENDOWMENT OF THE AMERICAN BIRKEBEINER - NOT INVESTMENT RELATED - PO BOX 911, HAYWARD, WI 54843 - ENDOWMENT FUND ESTABLISHED FOR THE PURPOSE OF SUPPORTING AND PROMOTING THE ACTIVITIES OF THE AMERICAN BIRKEBEINER - TRUSTEE EFFECTIVE 8/1/2021 - 1 HOUR PER MONTH OUTSIDE OF SECURITIES TRADING HOURS - ATTEND MEETINGS AND PROVIDE GUIDANCE AS REQUESTED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-01-18 |
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