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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-13 |
Branch Locations
949 Whitewater Ave, Suite 1, St. Charles, MN 55972 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornell University | Ithaca | NY | 08/2016 | 05/2017 |
| Unemployed | Raleigh | NC | 05/2017 | 07/2017 |
| The Context Network | Raleigh | NC | 07/2017 | 05/2019 |
| The Cold Chain Alliance | Arlington | VA | 05/2019 | 01/2021 |
| Unemployed | Minneapolis | MN | 01/2021 | 03/2021 |
| The Fertilizer Institute | Arlington | VA | 03/2021 | 09/2024 |
| Focus Financial | Saint Charles | MN | 01/2024 | Present |
| Osaic Weatlh Inc. | Saint Charles | MN | 04/2024 | Present |
1. FRED TROENDLE AND ASSOCIATES POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/24/2024 ADDRESS: 949 Whitewater Ave, Suite 1, Saint Charles MN 55972, United States DESCRIPTION: Assist Fredrick J Troendle to develop comprehensive financial plans for clients. Meet with new clients to understand what is important to them while sharing some strategies for their financial future. Meet with existing clients to review their risk tolerance and discuss changes to financial profile. Assist with electronic paperwork for new accounts as well as account maintenance. Various administrative duties include filing, faxing, phone, and calendar management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-21 |
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