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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 | 2026-01-14 |
Branch Locations
Minneapolis, MN • United States
2301 Rosecrans Ave #5100, El Segundo, CA 90245 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Minneapolis | MN | 04/2012 | 12/2016 |
| The Vanguard Group, Inc. | Minneapolis | MN | 12/2016 | 07/2019 |
| Unemployed | Minneapolis | MN | 07/2019 | 12/2020 |
| Principal Securities Inc | Minnetonka | MN | 12/2020 | 05/2024 |
| Principal Life Insurance Co | Minnetonka | MN | 12/2020 | 05/2024 |
| Flexible Plan Investments | Bloomfield Hills | MI | 06/2024 | 07/2025 |
| Ceros Financial Services | Rockville | MD | 07/2024 | 07/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Cetera Investment Advisers, Llc | Shaumburg | IL | 12/2025 | Present |
| Consulting | Minnesota | MN | 08/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-12 |
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