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Advisor at LIFESTAGE WEALTH MANAGEMENT, INC.
COON RAPIDS, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LIFESTAGE WEALTH MANAGEMENT, INC. | State registered | Sep 30, 2016 | n/a | yes | COON RAPIDS, MN | Current employment |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | Bd affiliated wealth | Jan 31, 2014 | Sep 30, 2016 | no | MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | LIFESTAGE WEALTH MANAGEMENT, INC. | Sep 30, 2016 | Sep 30, 2016 | 0 | Firm change | Other |