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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-07-25 |
Branch Locations
8530 Eagle Point Blvd Ste 125, Lake Elmo, MN 55042 • United States
Roberts, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw-Stout Commons | Menomonie | WI | 09/2013 | 12/2017 |
| Hudson-Sharp Machine Co | Green Bay | WI | 05/2016 | 01/2017 |
| Uas Laboratories | Wausau | WI | 05/2017 | 09/2017 |
| Generac Inc | Oshkosh | WI | 02/2018 | 06/2020 |
| Ariens Co | Brillion | WI | 06/2020 | 03/2023 |
| Principal Securities, Inc. | Lake Elmo | MN | 03/2023 | Present |
| Cannaday Bloom Wealth And Insurance Solutions | Lake Elmo | MN | 07/2023 | 08/2025 |
| Anchorpoint Assurance | Lake Elmo | MN | 08/2025 | Present |
**INSURANCE POSITION: Financial Advisor NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 07/01/2023 ADDRESS: 8530 Eagle Point Blvd. Suite 125, Lake Elmo MN 55042, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **ANCHORPOINT ASSURANCE POSITION: Principal Securities Registered Representative NATURE: Group/Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 08/26/2025 ADDRESS: 8530 Eagle Point Blvd. Suite 125, Lake Elmo MN 55042, United States DESCRIPTION: Medicare, Individual Health Insurance, Group Insurance/Nonmed Benefits, Long Term Care, Life Insurance, Financial Planning, Securities, Mutual Funds, Managed Accounts. **ANCHORPOINT ASSURANCE (DBA) POSITION: Principal Securities Registered Representative NATURE: Di/A&H Insurance, Financial Strategies/Needs Analysis, Group/Health Insurance, Life Insurance / Annuities, Mutual Funds/Securities/VA/VL, Property/Casualty INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/26/2025 ADDRESS: 8530 Eagle Point Blvd. Suite 125, Lake Elmo MN 55042, United States DESCRIPTION: Medicare, Individual Health Insurance, Group Insurance/Nonmed Benefits, Long Term Care, Life Insurance, Financial Planning, Securities, Mutual Funds, Managed Accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-24 |
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