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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-10-09 |
Branch Locations
418 South Minnesota Ave. Suite 10, St. Peter, MN 56082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Financial Planning | St. Peter | MN | 01/2024 | Present |
| Mayo Clinic | Mankato | MN | 09/2020 | 01/2024 |
| Mayo Clinic | Rochester | MN | 05/2019 | 05/2020 |
| Rasmussen University | Mankato | MN | 04/2022 | 01/2023 |
| Walmart | Winona | MN | 08/2017 | 06/2018 |
| Winona State University | Winona | MN | 09/2016 | 06/2017 |
| Amazon | Shakopee | MN | 06/2016 | 09/2016 |
| Glencoe Regional Health Services | Glencoe | MN | 06/2015 | 01/2019 |
| Unemployed | Glencoe | MN | 05/2020 | 09/2020 |
| Unemployed | Glencoe | MN | 01/2019 | 05/2019 |
| Valmark Securities, Inc. | Akron | OH | 10/2024 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2024 | Present |
1.) 4U Home Health Care South; 403 S. Broad St. Suite 60, Mankato MN 56001; Home health care agency; Registered Nurse; Complete skilled nursing care in-home for patients; Not Investment Related; Start date: September 2024; No financial Interest in company; 6-10 approximate hours per month; hourly wage/// 2.) Legacy Benefit Consultants; 641 Marketplace Dr, Waconia, MN 55387; Medicare Sales; Medicare Broker; Selling Medicare Supplement, Advantage, and Prescription plans to applicable population; start 10/2025; NOT investment related; 1-5 hrs/month; commission.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-02 |
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