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7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-08-11 |
| TX | RA | APPROVED_RES | 2016-08-11 |
Branch Locations
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Eden Prairie | MN | 08/2016 | Present |
| Strategic Wealth Group Registered Investment Advisor, Llc | Eden Prairie | MN | 08/2016 | Present |
| Running Tax Service, Llc | Eden Prairie | MN | 01/2021 | Present |
1. 08/02/2016 - NATHANIEL RUNNING/ NON-VARIABLE INSURANCE/ 5%/ Eden Prairie, MN 2. 08/02/2016 - AP VENTURE LLC/ REAL ESTATE RENTAL/ 1%/ Eden Prairie, MN 3. 08/02/2016 - GEN ONE LLC/ BUSINESS OWNER/ 2%/ Eden Prairie, MN 4. 08/02/2016 - CASCO VENTURES LLC/ BUSINESS OWNER/ 5%/Eden Prairie, MN 5. 08/02/2016 - WATERMARK ENHANCED SUITES OF FRIDLEY, LLC/ BUSINESS OWNER/ 2%/ Eden Prairie, MN 6. 08/23/2016: STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - Registered Investment Advisor - INV REL Eden Prairie, MN- Start 07/18/2016 - 50% Time Spent - IAR. 7. 7/18/2018 - STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - DBA: (Hybrid) Strategic Wealth Group RIA, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/18/2016 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Strategic Wealth Group RIA, LLC, an independent investment advisor firm. I started this business activity in 07/2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 12/12/2018 - Watermark Senior Living Community of Golden Valley - Investment Related - Location: TBD - Other-Business Owner - Started 10/01/2018 - 2 Hours Per Month During Securities Trading. 9. 12/12/2018 - Harbor Health Management - Investment Related - 5300 4th Street NE Fridley, MN 55432 - Business Entity For Tax/Investment Purposes Only - Started 08/01/2018 - 2 Hours Per Month During Securities Trading - Manage the day-to-day operations of Watermark Enhanced care Suites. 10. 9/9/2021 - Aikin Real Assets, LLC - Investment Related - Aitkin MN 56431 - Real Estate Rental - Start Date: 09/15/2021 - 2 Hours Per Month During Securities Trading - A senior building rented to Aitkin Ops, LLC. 11. 9/9/2021 - Aitkin Ops, LLC - Investment Related - 11 Minnesota Ave S. Aitkin, MN 56431 - Other-Business Owner - Start Date: 09/15/2021 - 2 Hours Per Month During Securities Trading. 12. 03/22/2022 - Terrey Pines, LLC - Investment Related - Eden Prairie, MN 55347 - Real Estate Rental - Start Date - 02/22/2022 - 1 Hours Per Month/1 Hours During Securities. 13. 04/26/2022 - Strategic Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/25/2022 - 35 Hours Per Month/35 Hours During Securities. 14. 12/28/2022 - Strategic Tax Services - Not Investment Related - At Reported Business Location (s) - Tax Prep/Accounting/CPA - Owner - Start Date - 02/08/2021 - 5 Hours Per Month/1 Hours During Securities Trading 15. 03/18/2024 - Fish Daddy Outdoors, LLC - Non-Inv Related - Excelsior, MN - Other - Manufacturing - Minority Investor - Started: 5/15/2023 - 1 Hr/Mo; 0 Hr During Trading. 16. 06/26/2024 - FDO, LLC - Inv Related - Lester Prairie, MN - Real Estate Rental - Started: 5/31/2024 - 1 Hr/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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