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2909 S Wayzata Blvd, Minneapolis, MN 55405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-24 |
| MN | RA | APPROVED | 2025-03-21 |
Branch Locations
2909 S Wayzata Blvd, Minneapolis, MN 55405 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-17 |
| TX | RA | APPROVED | 2025-03-17 |
Branch Locations
1101 Stinson Blvd Ste 110, Minneapolis, MN 55418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kipp Minnesota Public Schools | Minneapolis | MN | 06/2014 | 03/2020 |
| Teach For America | Minneapolis | MN | 03/2020 | 05/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2023 | 03/2025 |
| Northwestern Mutual Investment Services Llc | Edina | MN | 09/2023 | 03/2025 |
| Kipp Foundation | Chicago | IL | 09/2018 | 06/2020 |
| Legacy Charter School | Chicago | IL | 08/2022 | 11/2022 |
| Designs For Learning | Saint Paul | MN | 05/2023 | 07/2023 |
| Aliveness Project | Minneapolis | MN | 05/2022 | Present |
| Lpl Financial Llc | Minneapolis | MN | 03/2025 | Present |
| Forethought Planning Llc | Minneapolis | MN | 03/2025 | Present |
| Simplicity Insurance | Minneapolis | MN | 03/2025 | Present |
1- 03/13/2025 - The Aliveness Project - Outside/W-2 Employment - NON INV RLTD - 10 HRS MNTH / START 03/13/2025 2-03/13/2025 - Forethought Planning - DBA for LPL Business (entity for LPL business) - Inv rel - Atreport business location(s) - Start date: 03/13/2025 - 160hrs/mnth 40hr during trading 3 - 04/03/2025 - Forethought Planning - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date: 03/13/2025 - I provide financial planning and consulting services through Forethought Planning, an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 160 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 advisory firm is separate from and independent of LPL Financial. - 160 Hrs/Mth - 40 Hrs During Trading. 4. 05/13/2025 - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 03/31/2025 - 10 Hrs/Mth - 10Hrs During Trading. 5. 08/01/2025 - Forethought Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date: 07/28/2025 - 80 Hrs/Mth - 80Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-28 |
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