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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-20 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vermillion Wealth Management Inc. | Rosemount | MN | 06/2023 | 09/2024 |
| Rosemount, Inc. | Shakopee | MN | 01/2022 | 06/2023 |
| Optum Labs | Minnetonka | MN | 06/2021 | 08/2021 |
| North Dakota State University | Fargo | ND | 08/2017 | 12/2021 |
| Optum, Inc. | Minnetonka | MN | 05/2020 | 08/2020 |
| Nordland Construction Company | St. Michael | MN | 05/2019 | 08/2019 |
| Widseth Smith Nolting | Alexandria | MN | 05/2018 | 08/2018 |
| Alexandria Area High School | Alexandria | MN | 01/2014 | 08/2017 |
| Inspire Advisors, Llc Dba Fidelis Financial, Llc | Meridian | ID | 09/2024 | Present |
10/2024 Independent Licensed insurance Agent; Investment Related; Prior Lake, MN; Annuities, life insurance, disability insurance, and long-term care insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-11 |
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