Best Investors Account Sign in
Inactive

Haley Ann Frecon

Jnba Financial Advisors, LLC

Bloomington, MN

Claim This Profile
Current Employers
Jnba Financial Advisors, Llc

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-08
MN RA APPROVED 2021-08-06
  • TX RA
    APPROVED
    Since 2022-11-08
  • MN RA
    APPROVED
    Since 2021-08-06

Branch Locations

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • 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
Ameriprise Financial Services, Llc Edina MN 01/2019 06/2021
St. Thomas Unversity St.PAul MN 09/2015 01/2019
Lifetime Fitness Plymouth MN 01/2015 01/2017
Jnba Financial Advisors Bloomington MN 07/2021 Present
  • 01/2019 → 06/2021
    Ameriprise Financial Services, Llc
    Edina, MN
  • 09/2015 → 01/2019
    St. Thomas Unversity
    St.PAul, MN
  • 01/2015 → 01/2017
    Lifetime Fitness
    Plymouth, MN
  • 07/2021 → Present
    Jnba Financial Advisors
    Bloomington, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-28
  • S66 Uniform Combined State Law Examination
    2021-05-28
Designations
Other Names
  • Haley Grotbeck

View on SEC IAPD

Other Firms

PETROS FAMILY WEALTH, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
ELEVATION POINT WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN
LPL FINANCIAL LLC · BLOOMINGTON, MN

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor