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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-11-03
  • MN RA
    APPROVED
    Since 2025-11-03

Branch Locations

Shorewood, IL • United States

Ham Lake, MN • 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
Equitable Advisors Llc New York NY 11/2023 10/2025
Browtifull St. Louis Park MN 01/2021 Present
American Family Insurance Vadnais Heights MN 01/2023 09/2023
North Dakota State University Fargo ND 08/2021 05/2024
Metropolitan State University St Paul MN 06/2019 08/2021
Siteimprove Bloomington MN 09/2017 05/2019
Oneneck It Solutions Eden Prairie MN 01/2017 09/2017
Optum Technologies Plymouth MN 06/2016 12/2016
Unemployed Fridley MN 11/2013 12/2016
Wellth Advisory Services, Llc Shorewood IL 11/2025 Present
Strategic Retirement Partners Shorewood IL 11/2025 Present
  • 11/2023 → 10/2025
    New York, NY
  • 01/2021 → Present
    Browtifull
    St. Louis Park, MN
  • 01/2023 → 09/2023
    American Family Insurance
    Vadnais Heights, MN
  • 08/2021 → 05/2024
    North Dakota State University
    Fargo, ND
  • 06/2019 → 08/2021
    Metropolitan State University
    St Paul, MN
  • 09/2017 → 05/2019
    Siteimprove
    Bloomington, MN
  • 01/2017 → 09/2017
    Oneneck It Solutions
    Eden Prairie, MN
  • 06/2016 → 12/2016
    Optum Technologies
    Plymouth, MN
  • 11/2013 → 12/2016
    Unemployed
    Fridley, MN
  • 11/2025 → Present
    Shorewood, IL
  • 11/2025 → Present
    Strategic Retirement Partners
    Shorewood, IL
Previous Registrations
Other Businesses

01/2022 - Browtifull - 4055 MN-7 St. Louis Park MN 55416 - Administrator - 20 hours per month; 5/25 - Asian Corporate and Entrepreneur Leaders, Vice President - 10 hours; 7/25 - Tsev Neeg- One Family - 2626 Ruth St Little Canada, MN 55117 - Sponsorship director - 20 hrs month; 11/2025 Strategic Retirement Partners - DBA WELLth Advisory Services, LLC - Investment Advisory Services - 160 hours a month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-08
  • S66 Uniform Combined State Law Examination
    2024-04-08

View on SEC IAPD

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