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  5. GT Financial Advisors, LLC

GT Financial Advisors, LLC

Headquarter

Company Details

Name: GT Financial Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 15 Jul 2005 (20 years ago)
Company Number: 7b7ef806-8cd4-e011-a886-001ec94ffe7f
File Number: 1435849-2
Registered Office Address: 539 Bielenberg Drv, Woodbury, MN 55125, USA
Principal Executive Office Address: 539 BIELENBERG DR STE 210, WOODBURY, MN 55125–1429, United States
ZIP code: 55125
County: Washington County
Place of Formation: Minnesota

Links between entities

Type Company Name Company Number State
Headquarter of GT Financial Advisors, LLC, FLORIDA M14000008896 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN 2023 260256134 2024-10-02 GT FINANCIAL ADVISORS 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6512873044
Plan sponsor’s address 539 BIELENBERG DRIVE, SUITE 210, WOODBURY, MN, 551254453
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN 2022 260256134 2023-06-07 GT FINANCIAL ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6516339131
Plan sponsor’s address 539 BIELENBERG DR SUITE 210, WOODBURY, MN, 551254453

Signature of
Role Plan administrator
Date 2023-06-07
Name of individual signing AARON P TITZE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-07
Name of individual signing AARON P TITZE
Valid signature Filed with authorized/valid electronic signature
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN 2021 260256134 2022-08-02 GT FINANCIAL ADVISORS 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6516339131
Plan sponsor’s address 539 BIELENBERG DR SUITE 210, WOODBURY, MN, 551254453

Signature of
Role Plan administrator
Date 2022-08-02
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-02
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN 2020 260256134 2021-06-11 GT FINANCIAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6516339131
Plan sponsor’s address 539 BIELENBERG DR SUITE 210, WOODBURY, MN, 551254453

Signature of
Role Plan administrator
Date 2021-06-11
Name of individual signing AARON P TITZE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-11
Name of individual signing AARON P TITZE
Valid signature Filed with authorized/valid electronic signature
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN 2019 260256134 2020-05-11 GT FINANCIAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6516339131
Plan sponsor’s address 539 BIELENBERG DR SUITE 210, WOODBURY, MN, 551254453

Signature of
Role Plan administrator
Date 2020-05-11
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-11
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN 2018 260256134 2019-06-26 GT FINANCIAL ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6516339131
Plan sponsor’s address 539 BIELENBERG DR SUITE 210, WOODBURY, MN, 551254453

Signature of
Role Plan administrator
Date 2019-06-26
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN 2017 260256134 2018-05-10 GT FINANCIAL ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6516339131
Plan sponsor’s address 539 BIELENBERG DR SUITE 100, WOODBURY, MN, 551254453

Signature of
Role Plan administrator
Date 2018-05-10
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-10
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN 2016 260256134 2017-06-20 GT FINANCIAL ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6516339131
Plan sponsor’s address 539 BIELENBERG DR SUITE 100, WOODBURY, MN, 551254453

Signature of
Role Plan administrator
Date 2017-06-20
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-20
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN 2015 260256134 2016-07-05 GT FINANCIAL ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6516339131
Plan sponsor’s address 539 BIELENBERG DR SUITE 100, WOODBURY, MN, 551254453

Signature of
Role Plan administrator
Date 2016-07-05
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-05
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLA 2014 260256134 2015-05-26 GT FINANCIAL ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6516339131
Plan sponsor’s address 539 BIELENBERG DR SUITE 100, WOODBURY, MN, 551254453

Signature of
Role Plan administrator
Date 2015-05-26
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-26
Name of individual signing AARON TITZE
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Nate Greenig Manager 539 BIELENBERG DR STE 210, WOODBURY, MN 55125–1429, USA

Filing

Filing Name Filing date
Annual Reinstatement - Limited Liability Company (Domestic) 2018-11-02
Administrative Termination - Limited Liability Company (Domestic) 2018-03-14
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Limited Liability Company (Domestic) Business Name (Business Name: GT Financial Advisors, LLC) 2010-09-13
Registered Office and/or Agent - Limited Liability Company (Domestic) 2010-09-13
Limited Liability Company (Domestic) Business Name (Business Name: Gallwas & Titze LLC) 2005-07-15
Original Filing - Limited Liability Company (Domestic) 2005-07-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1853967203 2020-04-15 0508 PPP 539 BIELENBERG DR ste 210, SAINT PAUL, MN, 55125-4436
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 127200
Loan Approval Amount (current) 127200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 52771
Servicing Lender Name Bell Bank
Servicing Lender Address 520, Main Ave, Fargo, ND, 58103
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SAINT PAUL, WASHINGTON, MN, 55125-4436
Project Congressional District MN-04
Number of Employees 6
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 52771
Originating Lender Name Bell Bank
Originating Lender Address Fargo, ND
Gender Male Owned
Veteran Veteran
Forgiveness Amount 128401.33
Forgiveness Paid Date 2021-04-01

Related by officers

No related officers

Related by address

539 Bielenberg Drv, Woodbury, MN 55125, USA

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Date of last update: 17 Jan 2025

Sources: Minnesota's Official State Website

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