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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-08-01 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
505 Waterford Park, Highway 169 Suite 1100, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Concepts, Inc | St. Louis Park | MN | 10/1984 | Present |
| Nfp Securities, Inc. | Austin | TX | 11/2003 | 03/2018 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 04/2016 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: Red Rock Properties,LLC/Kruse Consulting, LLC- Investment Related: No Address: 650 El Camino Rd Sedona AZ 86336 Nature of Business: Real Estate Position, Title or Relationship: Owner, Chief manager Start Date: 1/1/1995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage the LLC Business Name: Sedona 30 Investment Related: No Address: PO BOX 1809 Sedona AZ 86339 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Member Start Date: 6/20/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend meetings and help raise funds
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-14 |
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