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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-10 |
| TX | RA | APPROVED | 2010-02-01 |
Branch Locations
1650 W 82Nd Street Suite 125, Bloomington, MN 55431 • United States
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Minnetonka | MN | 04/1995 | Present |
| Focus Financial Network, Inc. | Minnetonka | MN | 06/1995 | Present |
1. FOCUS FINANCIAL NETWORK, INC. SALE OF FIXED INSURANCE PRODUCTS, 1%, COMMISSIONS. FOCUS FINANCIAL NETWORK INC., EXECUTIVE OFFICER, 50% OF TIME, SALARY (OWNER). 2. POWER OF ATTORNEY POSITION: Power of Attorney NATURE: none INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2018 ADDRESS: 215 10th Ave South, Apt 224, Mpls. MN 55415, United States DESCRIPTION: General Power of Attorney for my Dad, John Heitkamp 3. FOCUS FINANCIAL NETWORK, INC. POSITION: Statutory agent NATURE: Registered Investment Adviser - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 04/17/1995 ADDRESS: 1650 W 82nd Street Suite 125, Bloomington MN 55431, United States DESCRIPTION: Suggesting and monitoring client positions that match a clients time line and needs. 4. THE HEITKAMP GROUP PARTNERSHIP POSITION: President NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2025 ADDRESS: 1650 W 82nd St, # 125, Bloomington MN 55431, United States DESCRIPTION: I will hold an ownership interest in a partnership that will receive and process revenue generated from my financial advisory business. The partnership will handle admin. functions, allocate shared expenses, and distribute income to partners. It will not conduct securities business or engage in activities requiring broker-dealer supervision. My involvement will be limited to ownership and routine business management. 5. THE HEITKAMP GROUP INC. S CORPORATION POSITION: President (sole participant) NATURE: S Corporation (non-LLC) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2024 ADDRESS: 215 10th Ave S, Unit 813, Minneapolis MN 55415, United States DESCRIPTION: This is an entity used for allocating distributions from our partnership to me as an individual. It exists for tax, legal, and payroll purposes. My involvement is limited to serving as the owner and processing payroll and tax payments through this entity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-27 |
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