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Underdog Wealth Management, LLC CRD 152998
$112M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13762 Reimer Drive N, Maple Grove, MN 55311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-12-05 |
Branch Locations
3701 Shoreline Drive Suite 106B, Wayzata, MN 55391 • United States
13762 Reimer Drive N, Maple Grove, MN 55311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 11/2012 | Present |
| Underdog Wealth Management Llc | Maple Grove | MN | 11/2014 | Present |
INSURANCE SALES (FIXED. INVESTMENT RELATED. 3701 SHORELINE DRIVE WAYZATA, MN INSURANCE AGENT 30 HOURS PER MONTH/DURING TRADING HOURS 2) LAKE MINNETONKA FINANCIAL, INC, YES INVESTMENT RELATED, 3701 SHORELINE DR STE 106B WAYZATA MN 55391, FINANCIAL, OWNER, START DATE 5/1/2012, 120 HPM, 80 HRS TRADING, FINANCIAL.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-08 |
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