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11980 Portland Ave S, Burnsville, MN 55337 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kusske Financial Managment Inc | Burnsville | MN | 05/1992 | 10/2018 |
| National Planning Corporation | Burnsville | MN | 02/2008 | 10/2017 |
| Independent Financial Group, Llc | Burnsville | MN | 09/2017 | 08/2023 |
| Kusske Financial, Inc | Burnsville | MN | 10/2018 | Present |
| Triad Advisors | Norcross | GA | 08/2023 | 08/2024 |
| Osaic Wealth, Inc. | Burnsville | MN | 08/2024 | Present |
1)Gallagher Fiduciary Advisors;investment related;11980 Portland Ave S,Burnsville,MN 55337;investment advisory services;client servicing;8/8/2023;60 hrs/month;60 hrs during trading;service client accounts,take instructions for withdrawals 2)Kusske Financial,Inc;investment related;11980 Portland Ave,Burnsville,MN 55337;corporation;investment advisor representative;10/1/2018;160 hrs/month;130 hrs during trading;registered assistant 3)Notary;not investment related;11980 Portland Ave,Burnsville,MN 55337;notarize documents;notary;1/1/1990;1 hr/month;1 hr during trading;notarize documents for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-28 |
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