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  5. Advanced Wealth Management Group, Inc.

Advanced Wealth Management Group, Inc.

Company Details

Name: Advanced Wealth Management Group, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 14 Apr 2000 (25 years ago)
Company Number: 20f0f5f0-a2d4-e011-a886-001ec94ffe7f
File Number: 11D-39
Registered Office Address: 701 4th Ave S #1600, Mpls, MN 55415, USA
Principal Executive Office Address: 7701 France Avenue South, Suite 120, Edina, MN 55435, USA
ZIP code: 55415
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AWMG 401(K) PLAN 2023 411970525 2024-03-21 ADVANCED WEALTH MANAGEMENT GROUP, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6123478641
Plan sponsor’s address 7701 FRANCE AVENUE SOUTH, SUITE 120, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2024-03-21
Name of individual signing DANIEL KLEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-21
Name of individual signing DANIEL KLEIN
Valid signature Filed with authorized/valid electronic signature
AWMG 401(K) PLAN 2022 411970525 2023-03-17 ADVANCED WEALTH MANAGEMENT GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6123478641
Plan sponsor’s address 701 - 4TH AVENUE SOUTH, SUITE 1600, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2023-03-17
Name of individual signing DANIEL KLEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-17
Name of individual signing DANIEL KLEIN
Valid signature Filed with authorized/valid electronic signature
AWMG 401(K) PLAN 2021 411970525 2022-02-16 ADVANCED WEALTH MANAGEMENT GROUP, INC. 12
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6123478641
Plan sponsor’s address 701 - 4TH AVENUE SOUTH, SUITE 1600, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2022-01-26
Name of individual signing DANIEL KLEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-01-26
Name of individual signing DANIEL KLEIN
AWMG 401(K) PLAN 2021 411970525 2022-02-16 ADVANCED WEALTH MANAGEMENT GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6123478641
Plan sponsor’s address 701 - 4TH AVENUE SOUTH, SUITE 1600, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2022-02-16
Name of individual signing DAN KLEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-02-16
Name of individual signing DAN KLEIN
Valid signature Filed with authorized/valid electronic signature
AWMG 401(K) PLAN 2020 411970525 2021-03-31 ADVANCED WEALTH MANAGEMENT GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6123478641
Plan sponsor’s address 701 - 4TH AVENUE SOUTH, SUITE 1600, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2021-03-31
Name of individual signing THOMAS WINKELS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-31
Name of individual signing THOMAS WINKELS
Valid signature Filed with authorized/valid electronic signature
AWMG 401(K) PLAN 2019 411970525 2020-07-31 ADVANCED WEALTH MANAGEMENT GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6123478641
Plan sponsor’s address 701 - 4TH AVENUE SOUTH, SUITE 1600, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2020-07-31
Name of individual signing THOMAS WINKELS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-31
Name of individual signing THOMAS WINKELS
Valid signature Filed with authorized/valid electronic signature
AWMG 401(K) PLAN 2018 411970525 2019-05-14 ADVANCED WEALTH MANAGEMENT GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6123478641
Plan sponsor’s address 701 - 4TH AVENUE SOUTH, SUITE 1600, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2019-05-14
Name of individual signing THOMAS WINKELS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-14
Name of individual signing THOMAS WINKELS
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
John Karpinsky Chief Executive Officer 7701 France Avenue South, Suite 120, Edina, MN 55435, USA

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2010-03-18
Original Filing - Business Corporation (Domestic) 2000-04-14
Business Corporation (Domestic) Business Name (Business Name: Advanced Wealth Management Group, Inc.) 2000-04-14

Related by officers

No related officers

Related by address

701 4th Ave S #1600, Mpls, MN 55415, USA

Strata Systems, Incorporated

Date of last update: 23 Dec 2024

Sources: Minnesota's Official State Website

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