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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-13 |
| OH | RA | APPROVED | 2026-02-04 |
| WI | RA | APPROVED | 2025-10-28 |
| NE | RA | APPROVED | 2025-10-27 |
| MN | RA | APPROVED | 2025-08-20 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Pine River | MN | 01/2015 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 01/2019 | 01/2020 |
| Wells Fago Clearing Services, Llc | Minneapolis | MN | 03/2020 | 01/2021 |
| Wells Fargo Bank, Na | Minneapolis | MN | 02/2020 | 01/2021 |
| Jp Morgan Chase Bank | Minneapolis | MN | 01/2021 | 11/2021 |
| Jp Morgan Securities | Minneapolis | MN | 01/2021 | 11/2021 |
| Bank Of America/ Merrill Lynch | Wayata | MN | 01/2019 | 02/2020 |
| Us Bancorp Investments Inc | St. Paul | MN | 09/2017 | 12/2018 |
| Advisornet Wealth Management | Minneapolis | MN | 01/2022 | 04/2022 |
| Great Waters Financial | Minneapolis | MN | 11/2021 | 04/2022 |
| Great Waters Wealth Management | Shoreview | MN | 04/2022 | 08/2025 |
| Cliftonlarsonallen Wealth Advisors Llc | Minneapolis | MN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-22 |
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