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1610 14Th Street Nw Suite 300, Rochester, MN 55901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-16 |
Branch Locations
1610 14Th Street Nw Suite 300, Rochester, MN 55901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Rochester | MN | 01/2024 | 05/2024 |
| Thrivent Investment Management Inc. | Rochester | MN | 10/2023 | 01/2024 |
| Premier Bank Rochester | Rochester | MN | 06/2017 | 10/2018 |
| Premier Bank Rochester | Rochester | MN | 10/2018 | 10/2019 |
| Premier Bank Rochester | Rochester | MN | 10/2019 | 07/2021 |
| Premier Bank Minnesota | Rochester | MN | 07/2021 | 09/2023 |
| Hy-Vee | Rochester | MN | 01/2013 | 05/2017 |
| Fortress Financial Group, Llc | Rochester | MN | 05/2024 | Present |
1) Licensed insurance agent; not investment-related; 1610 14th Street NW, Suite 100, Rochester, MN, 55901; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-16 |
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