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333 South 7Th Street Suite 2100, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-06-21 |
| TX | RA | APPROVED | 2021-06-21 |
Branch Locations
333 South 7Th Street Suite 2100, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Plymouth | MN | 11/2013 | 09/2019 |
| Strong Tower Wealth Management | Minneapolis | MN | 08/2019 | Present |
| Cetera Advisor Networks | El Segundo | CA | 09/2019 | 07/2021 |
| Strong Tower Advisory Services | Minneapolis | MN | 06/2021 | Present |
| Dfpg Investments, Llc | Sandy | UT | 07/2021 | Present |
1. Strong Tower Advisory Services; Investment Related; Minneapolis, MN; RIA; Senior Wealth Planner; 06/2021; 90% during business hours; Investment advisory and holistic financial planning services provided to clients. Aggregate and analyze client information to create a financial plan. 2. Strong Tower Wealth Management; Investment Related; Minneapolis, MN; Financial Planning Services; Senior Wealth Planner; 08/2019; 90% during business hours; Investment advisory and holistic financial planning services provided to clients. Aggregate and analyze client information to create a financial plan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-05 |
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