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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-12 |
| MI | RA | APPROVED | 2024-10-16 |
| MN | RA | APPROVED | 2024-10-14 |
Branch Locations
3159 Superior Dr Nw Suite 200, Rochester, MN 55901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcm Investor Services | Rochester | MN | 04/2006 | Present |
| Rochester Civic Music | Rochester | MN | 01/1990 | Present |
| American Portfolios | Rochester | MN | 06/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 10/2024 | Present |
1. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES POSITION: OWNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2006 ADDRESS: 3159 Superior Dr NW STE# 2, STE # 2, ROCHESTER MN 55901, United States DESCRIPTION: MCM Investor Services LLC is set up to accommodate direct insurance business such as life, fixed annuities, Long term care. I have been inactive in this for several years, but maintain the company name for local marketing purposes. 2. MCM INVESTOR SERVICES DBA - 3273 19TH ST NW, STE #2, ROCHESTER, MN 55901 - SECURITIES SALES AND INVESTMENT ADVISORY SVCS - OWNER - INVESTMENT-RELATED - 04/17/06 TO PRESENT 3)ROCHESTER CIVIC MUSIC - ROCHESTER, MN - OCCASIONAL JAZZ BAND PERFORMANCE - TROMBONIST - NOT INVESTMENT-RELATED - 01/1990 TO PRESENT - HRS PER MTH: 12 TRADING HRS: 0 3.MCMILLIN PROPERTIES LLP POSITION: Managing Partner NATURE: Business structure is Limited Liability Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2013 ADDRESS: 104 EAST RAMSEY, BANCROFT IA 50517, United States DESCRIPTION: General farm management that includes lease negotiation, receiving rent, paying expenses, monitoring operation of farm. Farm investment account is maintained at Schwab under Osaic Advisory Services I am the Advisory Associate on the account. 4. DENNIS G MCMILLIN POSITION: Trustee NATURE: I am the Trustee for a Trust that maintains brokerage account at another Broker Dealer; Geneos Wealth Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/11/2019 ADDRESS: 3159 Superior Dr NW STE# 2, Ste 200, Rochester MN 55901, United States DESCRIPTION: Manage income distribution to beneficiary of trust. Monitoring investment account performance. Most of account is managed by 3rd party money manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-17 |
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