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912 West Saint Germain Street Suite #300, St. Cloud, MN 56301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-08-07 |
Branch Locations
912 West St. Germain Street, Sutie 201, Saint Could, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Financial Partners | St. Cloud | MN | 05/2017 | Present |
| Quarles & Brady Llp | Phoenix | AZ | 10/2014 | 04/2017 |
Independent insurance agent; no; St. Cloud, MN; Accident & Health, Life; independent insurance agent; 07/2017; insurance Central Minnesota Community Foundation; investment-related; St. Cloud, MN; non-profit foundation; Board of Directors member; 7/2024; 5 hours/month; 1-2 hours/month during securities trading hours; Serve on the Board of Directors to help guide the organization to fulfill its financial and strategic objectives in helping the community connect resources to local programs and initiatives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-07 |
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