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8500 Normandale Lake Blvd Suite 960, Minneapolis, MN 55437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| FL | RA | APPROVED | 2025-01-14 |
Branch Locations
8500 Normandale Lake Blvd Suite 960, Minneapolis, MN 55437 • United States
90 Fort Wade Road Suite 100, Ponte Verda, FL 32081 • 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 |
|---|---|---|---|---|
| Wealth Preservers, Llc | Crystal Lake | IL | 04/2010 | Present |
| Clear Financial Strategies, Llc | Ponte Vedra Beach | FL | 08/2016 | Present |
| Independent Financial Partners | Tampa | FL | 01/2024 | 01/2025 |
| Redhawk Wealth Advisors, Inc. | Bloomington | MN | 01/2025 | Present |
(1) Wealth Preservers, LLC - investment related - 90 Fort Wade Rd, Ste 100#1000, Ponte Vedra, FL 32081 - Fixed Insurance Agency for Life, Health, Annuities, Etc - owner - start date 4/11/2016 - 8 hours/month - 8 hours/month during trading - Design risk management solutions for the needs of our clients. (2) Clear Financial Strategies, LLC - not investment related - DBA - 90 Fort Wade Rd, Ste 100, Ponte Vedra, FL 32081 - Owner - start date 1/1/2024 - 120 hours/month - 120 hours/month during trading - Maintain books & records of branch office, service client list and market to obtain new clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-19 |
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