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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-10-23
  • MN RA
    APPROVED
    Since 2024-10-23

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

8665 Hudson Blvd N Suite 100, Lake Elmo, MN 55042 • 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
Wealth Enhancement Group Plymouth MN 01/2018 10/2019
Springsted Incorprated St. Paul MN 07/2017 01/2018
University Of Wisconsin - La Crosse La Crosse WI 09/2013 05/2017
Harry's Cafe Lakeville MN 06/2014 09/2016
Lpl Financial Llc Plymouth MN 03/2018 11/2019
Wealth Enhancement Advisory Services Plymouth MN 01/2019 10/2019
Wealth Enhancement Brokerage Services Plymouth MN 04/2018 10/2019
Landmark Wealth Management Group Lake Elmo MN 10/2019 07/2021
Landmark Wealth Management Group Lake Elmo MN 07/2021 10/2024
Purshe Kaplan Sterling Investments, Inc. Albany NY 07/2020 10/2023
Beacon Pointe Advisors, Llc Lake Elmo MN 10/2024 Present
  • 01/2018 → 10/2019
    Wealth Enhancement Group
    Plymouth, MN
  • 07/2017 → 01/2018
    Springsted Incorprated
    St. Paul, MN
  • 09/2013 → 05/2017
    University Of Wisconsin - La Crosse
    La Crosse, WI
  • 06/2014 → 09/2016
    Harry's Cafe
    Lakeville, MN
  • 03/2018 → 11/2019
    Plymouth, MN
  • 01/2019 → 10/2019
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 04/2018 → 10/2019
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 10/2019 → 07/2021
    Landmark Wealth Management Group
    Lake Elmo, MN
  • 07/2021 → 10/2024
    Landmark Wealth Management Group
    Lake Elmo, MN
  • 07/2020 → 10/2023
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 10/2024 → Present
    Lake Elmo, MN
Previous Registrations
Other Businesses

Prism Window Washing LLC, Not investment-related; Address: Rosemount, MN; Position/Title: Technician / Owner; Start Date: 05/2026; 20 HRS/MO devoted to OBA; HRS/MO during trading hours: 0 HRS/MO; The duties are completing window cleaning jobs, serving as the technician and handling the back office operations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-29
  • S66 Uniform Combined State Law Examination
    2018-06-29
Designations
Other Names
  • Ryan Trabant

View on SEC IAPD

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