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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-02-03 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
2785 White Bear Ave Suite 408, Maplewood, MN 55109 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| American National Insurance Co. | Maplewood | MN | 09/1982 | Present |
| Securities Management & Research, Inc. | Maplewood | MN | 10/1983 | Present |
| Bfc Planning, Inc. | Maplewood | MN | 10/2013 | Present |
1.AMERICAN NATIONAL & AFFILIATES-Y-MAPLEWOOD,MN-INSURANCE-MLGA-10/1982-30-30-MANAGE A GROUP OF MULTILINE AGENTS. 2. DANNA AGENCY-Y-MAPLEWOOD,MN-INSURANCE SALES-09/1982-30-30-DBA FOR ADVERTISING. 3. LOU AND SAM LLC- N- MAPLEWOOD, MN- RESIDENTIAL REAL ESTATE- OWNER- 01/2000- 0- 0- CO-OWN A SECOND HOME WITH BROTHER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-27 |
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