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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-04 |
| MN | RA | APPROVED | 2023-08-10 |
Branch Locations
2701 University Ave Se, Minneapolis, MN 55414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | St Paul | MN | 08/2016 | 09/2019 |
| Transamerica Investors Securities Corporation | St. Paul | MN | 08/2016 | 09/2019 |
| Minnesota Life Insurance Company | St. Paul | MN | 09/2019 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 09/2019 | 08/2023 |
| North Star Resource Group | Minneapolis | MN | 09/2019 | Present |
| Cri Securities Llc | Minneapolis | MN | 09/2019 | 10/2021 |
| Cetera Wealth Services, Llc | Minneapolis | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. North Star Consultants & North Star Brokerage, MINNEAPOLIS, MN, INVESTMENT RELATED, Fixed Insurance AGENT, 09/2019-ONGOING, 10 HOURS PER MONTH, 10 TRADE HOURS. 2. NAME OF OTHER BUSINESS: CONFIDERE FINANCIAL, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-17 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-16 |
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