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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
8030 Old Cedar Ave S Suite 122, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leclaire Financial Services | Bloomington | MN | 01/2000 | Present |
| Voya Financial Advisors | Bloomington | MN | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY:LeClaire Financial Services, Inc.; Yes; 8030 OLD CEDAR AVE S; BLOOMINGTON; MN; 55425; DBA; sales rep; 1/12/2010; 120; 120; DBA for insurance and securities; 2) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 8030 OLD CEDAR AVE S STE 122; BLOOMINGTON; MN; 55425; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/16/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-21 |
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