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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
1 Cowboys Way Suite 300, Frisco, TX 75034 • United States
350 W. Burnsville Pkwy, Suite 525, Burnsville, MN 55125 • United States
148 E Grand River Ave., Williamston, MI 48895 • United States
6465 Wayzata Blvd Ste 230, Minneapols, MN 55426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-02 |
Branch Locations
12940 Harriet Ave S #102, Burnsville, MN 55337 • United States
6465 Wayzata Blvd Ste 230, Minneapols, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers International Financial Services, Llc. | Burnsville | MN | 01/2017 | 08/2018 |
| Haven Financial Group | Burnsville | MN | 07/2015 | Present |
| Exp Realty | Burnsville | MN | 01/2013 | 11/2016 |
| Guardian Wealth Strategies, Llc | Minneapolis | MN | 08/2018 | Present |
| All Things Financial Llc | Burnsville | MN | 03/2017 | Present |
| Cg Advisory Services Llc | Williamston | MI | 07/2025 | Present |
| Elevate Life Wealth Management Llc | Frisco | TX | 07/2025 | Present |
1. Haven Financial Group; Burnsville, MN; Insurance Services; Insurance agent; start date 7/2015; 2. All Things Financial LLC; Burnsville, MN; Insurance Services; Insurance agent; start date 03/2017; 3. CG Advisory Services LLC; Williamston, MI; RIA; Investment Advisor Representative; 07/2025; 50% of time (including his activities with All Things Financial, LLC and Elevate Life Wealth Management, LLC) 4. Guardian Wealth Strategies, LLC; Minneapolis, MN; RIA; Investment Advisor Representative; 08/2018; 50% of time (including his activities with All Things Financial, LLC and Haven Financial Group, LLC). 5. Elevate Life Wealth Management LLC; Frisco, TX; Insurance Services; Insurance Agent; 07/2025;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-08 |
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