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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
1700 W Highway 36 Ste 410, Roseville, MN 55113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amev Investors/Fortis Investors, Inc./Woodbury Financial Service | St. Paul | MN | 05/1983 | 01/2024 |
| Nelson Financial Services | St Paul | MN | 07/1988 | Present |
| Osaic Wealth, Inc. | Roseville | MN | 01/2024 | Present |
1. NELSON FINANCIAL SERVICES POSITION: Owner/Agent NATURE: Insurance Agency; INVESTMENT RELATED: No OF HOURS PER MO: 8; SECURITIES TRADING HOURS PER MO: 4; START DATE: 12/1988; ADDRESS: 1700 W Highway 36, Suite 410, Roseville MN 55113, United States DESCRIPTION: Life, Long Term Care and fixed annuity sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-01 |
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