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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-07 |
Branch Locations
1250 Northland Dr Suite 150, Mendota Heights, MN 55120 • United States
100 Village Center Drive Suite 244, North Oaks, MN 55127 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
275 South 3Rd Street Suite 301, Stillwater, MN 55082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Company Of North America | Minneapolis | MN | 03/2007 | 01/2021 |
| Magellan Financial | Topeka | KS | 12/2020 | 06/2023 |
| Foundations Investment Advisors, Llc | Minneapolis | MN | 06/2023 | Present |
| Fundamental Wealth Designs Llc | Stillwater | MN | 05/2023 | Present |
FUNDAMENTAL WEALTH DESIGNS, LLC; INVESTMENT RELATED; 100 VILLAGE CENTER DRIVE SUITE 244, NORTH OAKS, MN 55127; INSURANCE SALES; PRESIDENT/FOUNDER; STARTED 05/01/23; APPROXIMATELY 96 HOURS/MO DURING TRADING HOURS; INSURANCE SALES: LIFE INSURANCE/ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-14 |
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