Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-12
  • MN RA
    APPROVED
    Since 2026-01-12

Branch Locations

525 Center St, New Ulm, MN 56073 • United States

220 E Main St #210 , Mankato, MN 56001 • 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
OrganizationCityStateFromTo
Bank Midwest Wealth Management New Ulm MN 06/2017 06/2020
Lpl Financial, Llc New Ulm MN 02/2018 01/2026
Bank Midwest New Ulm MN 03/2016 06/2017
Sii Investments Inc (Mass Transfer) New Ulm MN 06/2017 02/2018
Bank Midwest New Ulm MN 01/2026 Present
Raymond James Financial Services, Inc. New Ulm MN 01/2026 Present
Raymond James Financial Services Advisors, Inc. New Ulm MN 01/2026 Present
  • 06/2017 → 06/2020
    Bank Midwest Wealth Management
    New Ulm, MN
  • 02/2018 → 01/2026
    New Ulm, MN
  • 03/2016 → 06/2017
    Bank Midwest
    New Ulm, MN
  • 06/2017 → 02/2018
    Sii Investments Inc (Mass Transfer)
    New Ulm, MN
  • 01/2026 → Present
    Bank Midwest
    New Ulm, MN
  • 01/2026 → Present
    Raymond James Financial Services, Inc.
    New Ulm, MN
  • 01/2026 → Present
    New Ulm, MN
Previous Registrations
Other Businesses

(1)Name of Business: Address: 17th Street N, New Ulm, MN, 56073, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 04/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I umpire youth baseball games. (2)Name of Business: Bank Midwest Insurance Address: 525 Center St, New Ulm, MN, 56073-3101, United States Activity Type: Non-variable Insurance Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/20/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a Financial Advisor (3)Name of Business: Midwest Wealth Group Address: 525 Center St, New Ulm, MN, 56073-3101, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a client facing Financial Advisor who provides financial advice and financial planning services to my clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-29
  • S66 Uniform Combined State Law Examination
    2020-05-29
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Ulm, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor