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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-15
MN RA APPROVED 2025-12-15
TX RA APPROVED 2025-12-15
WI RA APPROVED 2025-12-15
  • CO RA
    APPROVED
    Since 2025-12-15
  • MN RA
    APPROVED
    Since 2025-12-15
  • TX RA
    APPROVED
    Since 2025-12-15
  • WI RA
    APPROVED
    Since 2025-12-15

Branch Locations

209 Churchill Street West Suite #103, Stillwater, MN 55082 • United States

3227 S Timberline Road Suite A, Fort Collins, CO 80525 • United States

515 N Main Street, Rice Lake, WI 54868 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Rice Lake WI 08/2002 12/2025
Wealth Management Group, Llc Rice Lake WI 08/2002 Present
Cetera Advisors Llc Saint Cloud MN 12/2025 Present
Cetera Investment Advisors Llc Schuamburg IL 12/2025 Present
  • 08/2002 → 12/2025
    Rice Lake, WI
  • 08/2002 → Present
    Wealth Management Group, Llc
    Rice Lake, WI
  • 12/2025 → Present
    Cetera Advisors Llc
    Saint Cloud, MN
  • 12/2025 → Present
    Cetera Investment Advisors Llc
    Schuamburg, IL
Previous Registrations
  • 2002-08-20 → 2025-12-18
    Saint Germain, WI
    Cumberland, WI
    Rice Lake, WI
    Rice Lake, WI
    Rice Lake, WI
    Fort Collins, CO
    Stillwater, MN
  • 2019-07-09 → 2021-12-22
    Wealth Management Group, Llc
    Rice Lake, WI
    Cumberland, WI
  • 2015-01-12 → 2018-12-31
    Wealth Management Group, Llc
    Cumberland, WI
Other Businesses

1. NAME OF OTHER BUSINESS: WEALTH MANAGEMENT GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA START DATE: 08/2002 POSITION/TITLE/RELATIONSHIP: FOUNDER AND PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: WMG IS OUR DBA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-07-22
  • S63 Uniform Securities Agent State Law Examination
    1988-07-22
Designations

View on SEC IAPD

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