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1600 Madison Avenue Suite 103, Mankato, MN 56001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-01 |
| MN | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | Maple Grove | MN | 10/2006 | Present |
| Ausdal Financial Partners, Inc. | Davenport | IA | 12/2010 | 11/2021 |
| Corestone Wealth Management Llc | Maple Grove | MN | 11/2021 | Present |
| Ausdal Financial Partners, Inc. | Davenport | IA | 04/2017 | 11/2021 |
| Ascent Advisors Llc | Maple Grove | MN | 12/2025 | Present |
1.AMERICAN SENIOR BENEFITS: INSURANCE PLANNING, INVESTMENT RELATED, REGIONAL SALES MANAGER: COMMISSION, 40 HOURS PER MONTH - 30 HOURS PER MONTH DURING TRADING HOURS. CURRENTLY PARTICIPATE IN INDEXED ANNUITIES. ALSO TRAIN AND MANAGE AGENTS. START DATE 10/2006. 2. LAKEWAY OFFICE PLAZA ASSOCIATION: TREASURER/VICE PRESIDENT. VOLUNTEER POSITION, 10-15 HOURS PER YEAR. DUTIES INCLUDE MAKING RECOMMENDATIONS TO THE BOARD ON INVESTING RESERVES, AUDITING FINANCIAL REPORTS, AND ASSISTING IN RUNNING THE MEETINGS. 3. Easystreet Financial Group, LLC, Maple Grove, MN. Partner since 10/2006. currently retain 100% ownership in the holding company, which holds real estate, lease agreements, and business contracts. Approximately 10 hours a month are devoted to this activity of which 5 hours are during trading hours.. This business holds real estate, has a lease agreement with an attorney and a loan officer, has a compensation agreement for P&C business. This is not an investment related activity. Income is salary and profit sharing. 4. PDGND HOLDINGS, LLC; NON-INVESTMENT RELATED; MAPLE GROVE, MN; OWNER; ACTIVITY BEGAN 03/2018; I DEVOTE APPX 2 HOURS PER MONTH NONE DURING TRADING HOURS TO THIS ACTIVITY; REAL ESTATE DEVELOPMENT LOAN; COMPENSATION IS INTEREST FROM LOAN.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-27 |
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