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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-01-25
  • MN RA
    APPROVED
    Since 2024-01-25

Branch Locations

10900 Wayzata Blvd Suite 620, Minnetonka, MN 55305 • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc St Paul MN 09/2016 12/2022
Minnesota Life Insurance Co St Paul MN 07/2015 12/2022
The Standard St. Paul MN 01/2023 06/2023
Triad Advisors Norcross GA 07/2023 08/2024
Onedigital Investment Advisors Llc Minnetonka MN 06/2023 Present
Osaic Wealth, Inc. Minnetonka MN 08/2024 Present
  • 09/2016 → 12/2022
    Securian Financial Services Inc
    St Paul, MN
  • 07/2015 → 12/2022
    Minnesota Life Insurance Co
    St Paul, MN
  • 01/2023 → 06/2023
    The Standard
    St. Paul, MN
  • 07/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 06/2023 → Present
    Onedigital Investment Advisors Llc
    Minnetonka, MN
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Minnetonka, MN
Other Businesses

1)OneDigital;investment related;10900 Wayzata Blvd,Suite 620,Minnetonka,MN 55305;insurance,financial services and HR consulting;client relationship manager,retirement services;6/19/2023;160 hrs/month;130 hrs during trading;work with 401(k) clients and assist with plan design recommendations and investment selection,work with employees to enroll in plans and assist with investment selection and plan education,provide fiduciary investment reviews on plan investments,work with 401k record keepers and third party administrators to ensure plan administration is running smoothly,work on plan benchmarkingsto ensure plan fees are competitive and appropriate for employers and participants 2)Pancreatic Cancer Action Network;not investment related;1500 Rosecrans Ave,#200,Manhattan Beach,CA 90266;non-profit;affiliate chair,Minnesota-volunteer;2019;4 hrs/month;0 hrs during trading;volunteer position for a non-profit organization,serve as a liaison between PanCan as an organization and the local community in Minnesota,help plan fundrasing,local fundraising events and recruit additional volunteers in the local community

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-25
S63 Uniform Securities Agent State Law Examination 2017-01-18
  • S65 Uniform Investment Adviser Law Examination
    2024-01-25
  • S63 Uniform Securities Agent State Law Examination
    2017-01-18

View on SEC IAPD

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