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7261 Ohms Lane, Edina, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-02-16 |
| MN | RA | APPROVED | 2018-02-15 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Feltl And Company | Minneapolis | MN | 09/2007 | 02/2018 |
| Cahill Financial Advisors | Edina | MN | 02/2018 | Present |
Director and General Board Member for Camp Amnicon which is a non-profit wilderness camp for families and youth, charitable donations only, not providing any professional investment advice, no compensation, started on 7/7/2016, meet 4 times annually for about 3 hours during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-07 |
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