Rexford Kent Cattanach

Current Employers

Advisor Share Wealth Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-01-02

MN RA
APPROVED

Since 2026-01-02

Branch Locations

Lake Elmo, MN • United States

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • 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

Organization	City	State	From	To
Gradient Advisors, Llc	Arden Hills	MN	02/2017	10/2020
Keats Group, Llc	Lake Ekmo	MN	03/2002	Present
Sequent Planning, Llc	Lake Elmo	MN	10/2020	Present
First Income Advisors	Eden Prairie	MN	09/2020	Present

02/2017 → 10/2020

Gradient Advisors, Llc

Arden Hills, MN
03/2002 → Present

Keats Group, Llc

Lake Ekmo, MN
10/2020 → Present

Sequent Planning, Llc

Lake Elmo, MN
09/2020 → Present

First Income Advisors

Eden Prairie, MN

Previous Registrations

2020-10-22 → 2024-04-02

Sequent Planning, Llc

Omaha, NE

Lake Elmo, MN
2017-03-07 → 2020-10-21

Gradient Advisors, Llc

Lake Elmo, MN

Arden Hills, MN

Other Businesses

1) dba Keats Group, LLC; RexFord Cattanach, President; Single Member LLC; 8955 33rd Street N., Lake Elmo, MN 55042; Wealth management, financial planning, insurance sales. 2) Stillwater Rotary Club, Rotary International; Not Investment Related. ADDRESS: PO Box 81, Stillwater, MN 55082; NATURE OF BUSINESS: Non-Profit Community Service projects, minor fundraising; START DATE: 07/2004; DAY DUTIES: Dues-paying member, gifting, fundraising for project work, approx 10 HRS per month 3) Insurance Agent - 12/2010 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. 8955 33RD Street N., Lake Elmo, MN 55042. Annuity business: I am appointed and have written (in 2023 and 2024) annuity business through Universal Financial Consultants (an IMO), 1499 Gulf to Bay Blvd, Suite 100, Clearwater, FL 33755.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-12-13

S65 Uniform Investment Adviser Law Examination

2016-12-13

View on SEC IAPD