Joseph Scott Burgess

Current Employers

Employment History

• 08/1996 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MN
• 08/1996 → 10/2021
  C.R.I. Securities, Inc.
  St. Paul, MN
• 12/1996 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 09/1996 → Present
  North Star Consultants Inc.
  Minneapolis, MN
• 09/1996 → Present
  North Star Brokerage Inc.
  Minneapolis, MN
• 08/2017 → Present
  Hays Companies
  Minneapolis, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Minneapolis, MN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2024 → Present
  Moxie Holdings Inc
  Minneapolis, MN

Previous Registrations

• 2009-10-13 → 2023-08-10
  Securian Financial Services, Inc.
  Minneapolis, MN
  Minneapolis, MN
  St. Paul, MN
• 2008-07-07 → 2021-10-19
  Cri Securities, Llc
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1. MOXIE WEALTH MANAGEMENT POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2015 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 3. HAYS COMPANIES POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2017 ADDRESS: 80 South 8th Street, #700, Minneapolis MN 55402, United States DESCRIPTION: group insurance; 4. NAME OF OTHER BUSINESS: MOXIE HOLDINGS INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2024 , POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: DBA FOR ADVISORY SERVICES; 5. NAME OF OTHER BUSINESS: PREMIER RESOURCE GROUP, INVESTMENT RELATED: YES, ADDRESS: THREE PARKWAY NORTH, STE 500, DEERFIELD, IL 60015, NATURE OF BUSINESS: BOARD OF DIRECTORS, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES: OVERSEE ORGANIZATION COMPRISED OF CWMG ADVISORS. EXCHANGE IDEAS AT ANNUAL MEETINGS; 6. 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;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-19
• S63 Uniform Securities Agent State Law Examination
  1996-09-14

Designations