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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-09 |
| MN | RA | APPROVED | 2025-01-02 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leadders Group Inc | Littleton | CO | 01/2015 | 12/2016 |
| Usa Advisors Insurance | Eden Praire | WI | 09/2005 | 01/2017 |
| Unemployed | Chippewa Falls | WI | 01/2017 | 08/2017 |
| Wea Member Benefits | Madison | WI | 08/2017 | 08/2024 |
| Wea Investment Services | Madison | WI | 08/2017 | 08/2024 |
| Advanced Advisor Group Llc | Cambridge | MN | 12/2024 | Present |
| Efs Advisors Llc | Cambridge | MN | 12/2024 | Present |
| Retired | Chippewa Falls | WI | 08/2024 | 12/2024 |
1) BASKETBALL REFEREE, Start date November 2019, Flat rate Pay, not investment related, seasonally 0-12 hours per week, Nov-March. 2) Brokerage General Agency (BGA), Non-INV, St. Paul MN (referral to office may vary), Fixed Insurance, Non-binding referral relationship only - no agent of record activity, 01/2017, no activity in 2021/2022, minimal hours, .25/month, 0 during trading hours, facilitate fixed life insurance referrals to BGA for minimal compensation as a licensed life agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-09 |
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