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600 Highway 169 South Suite 1750, St. Louis Park, MN 55426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-08-24 |
Branch Locations
600 Highway 169 South Suite 1750, St. Louis Park, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Minnesota - Twin Cities | Minneapolis | MN | 09/2014 | 05/2018 |
| Lpl Financial | Eden Prairie | MN | 05/2019 | 07/2021 |
| Wealth Enhancement Group | Eden Prairie | MN | 06/2017 | 07/2021 |
| Private Client Services | St. Louis Park | MN | 08/2021 | Present |
| Affiance Financial Llc | St. Louis Park | MN | 08/2021 | Present |
1.) Affiance Financial LLC, investment related, 600 Highway 169 South, St Louis Park, MN 55426. RIA, IAR, Start Date 06/2021, approximately 136 hours/month devoted to this business with all hours during securities trading hours 2.)Private Client Services, investment related, St. Louis Park, MN, Broker Dealer, Registered Representative, Start Date 08/2021, approximately 16 hours/month devoted to this business with all hours during securities trading hours 3.) Independent Insurance Agent, investment related, Edina, MN, Start Date 10/2019, Lines of Authority in Accident & Health, Variable Life & Variable Annuities, and Life, approximately 8 hours/month devoted to this business with all hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-26 |
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