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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-10-17 |
Branch Locations
7365 Kirkwood Court North, Suite 300, Maple Grove, MN 55369 • United States
203 Washburne Ave, Ste 200, Paynesville, MN 56362 • United States
14600 Branch St., Omaha, NE 68154 • United States
56 Broadway Avenue East Po Box 476, Little Falls, MN 56345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mag Wealth Management | Paynesville | MN | 04/2023 | 10/2023 |
| Mag Tax & Accounting | Paynesville | MN | 04/2023 | Present |
| Schlenner Wenner & Co. | St. Cloud | MN | 11/2021 | 03/2023 |
| St. John's University | Collegeville | MN | 08/2017 | 05/2021 |
| City Of Paynesville - Public Works | Paynesville | MN | 06/2015 | 08/2018 |
| Schlenner Wenner & Co. | St. Cloud | MN | 01/2020 | 03/2020 |
| Schlenner Wenner & Co. | St. Cloud | MN | 12/2020 | 03/2021 |
| Unemployed | Paynesville | MN | 06/2021 | 11/2021 |
| Cwm, Llc | Omaha | NE | 10/2023 | Present |
| Mag Wealth Management | Paynesville | MN | 10/2023 | Present |
| Paynesville Area High School | Paynesville | MN | 09/2013 | 05/2017 |
NAME OF BUSINESS: Paynesville Historical Society NATURE: Museum START: 11/21/2024 POSITION: Board member APPX. HRS/MONTH: 10 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Monthly Board Meetings; Preparing/Monitoring Annual Budget; Performing Bookkeeping Tasks; Payroll; etc. NAME OF BUSINESS: Paynesville High School NATURE: School START: 08/14/2023 POSITION: Assistant football coach APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 25 DUTIES: Assist in coaching the football team
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-04 |
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