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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-08-04 |
Branch Locations
706 2Nd Ave. Ste. 300, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbw Insurance Group | Minneapolis | MN | 01/2013 | 07/2025 |
| M Holdings Securities, Inc. | Portland | OR | 08/2014 | Present |
| Winged Keel Group, Llc | Minneapolis | MN | 07/2025 | Present |
1) Hope Farm School; 3431 11th Ave S, Minneapolis MN 55407; Inner-city ministries to underprivileged youth; Not Investment Related; President; Responsible for all facets of operation & soliciting support; 01/07/2016; 40 hours/month; 40 hours/month during trading hours 2) Winged Keel Group; 706 Second Avenue South, Suite 300, Minneapolis, MN 55402; M Financial Group Member Firm Principal/Owner; Investment Related; CRM Principal; Insurance sales, including fixed annuities, medical/health, long-term care ; 7/1/25; 160 hours/month; 160 hours/month during trading hours. 3) NBW Co.; 706 2nd Ave S, Suite 300, Minneapolis, Mn 55402; Insurance; Investment related; President; NBW owns Winged Keel Group stock and receives commissions; 1/17/2013; 10 ho/mo; 10 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-05 |
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