Advisor at MMA Securities LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MMA Securities LLC
Location
Minneapolis, MN 55416
Credentials
Series 63, Series 65
Industry experience
14 years
Based on MMA Securities LLC
6160 Golden Hills Drive
Minneapolis, MN 55416
Minnesota
MMA Securities LLC
2017 - Present (9 years)
MMA Agency
2017 - Present (9 years)
LPL FINANCIAL
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
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CFA®
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Longship Advisers, LLC
CFP®, Series 63
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The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
Series 66
Eden Prairie, MN
Trustmerit Capital
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