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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 | 2024-08-09 |
Branch Locations
1250 Northland Dr Suite 150, Mendota Heights, MN 55120 • United States
275 3Rd Street Suite 301, Stillwater, MN 55082 • 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pro Links Sports | Blaine | MN | 05/2000 | 02/2017 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 05/2017 | 02/2020 |
| Allianz Life Financial Services Llc | Minneapolis | MN | 06/2017 | 02/2020 |
| Secured Retirement Advisors, Llc | St. Louis Park | MN | 03/2020 | 07/2024 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 08/2024 | Present |
| Fundamental Wealth Designs | North Oaks | MN | 08/2024 | Present |
FUNDAMENTAL WEALTH DESIGNS, LLC; INVESTMENT RELATED; 100 VILLAGE CENTER DRIVE SUITE 244, NORTH OAKS, MN 55127;INSURANCE SALES; ; STARTED 08/09/2024; APPROXIMATELY 40 HOURS/MO DURING TRADING HOURS; INSURANCESALES: LIFE INSURANCE/ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-13 |
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