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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-10 |
Branch Locations
4450 Excelsior Blvd Suite 460, St. Louis Park, MN 55416 • 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 |
|---|---|---|---|---|
| Princor Financial Services Corporation | Minnetonka | MN | 03/1985 | 09/2020 |
| Principal Life Insurance Company | Minnetonka | MN | 07/1998 | 09/2020 |
| Bjorklund Wood Financial | Minnetonka | MN | 01/2019 | 09/2020 |
| Lpl Financial Llc | Plymouth | MN | 09/2020 | 06/2022 |
| Visionpoint Advisory Group, Llc | Minneapolis | MN | 09/2020 | Present |
1. 9/08/2020 - Fuse Partners, LLC - DBA: VisionPoint Advisory Group - Investment Related - At Reported Business Location(s) - Partner Group/ Registered Investment Advisor Hybrid - IAR - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through VisionPoint Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 11/30/2020 - Lion Street - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/06/2020 - 60 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-24 |
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