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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 | 2026-03-04 |
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
85 E 7Th Place Ste 275, St Paul, MN 55101 • United States
9511 Bennett Place, Eden Prairie, MN 55347 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Street Financial Services, Inc | St Paul | MN | 03/2008 | Present |
| Voya Financial Advisors | St Paul | MN | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Capital Street Financial Services; Yes; 85 E 7TH PLACE #275; ST PAUL; MN; 55101; FINANCIAL SERVICES/DBA; Financial Advisor; 3/1/2008; 160; 160; SALE OF INSURANCE,SECURITIES AND INVESTMENT PRODUCTS.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 85 E 7TH PLACE #275; ST PAUL; MN; 55101; FIXED INSURANCE SALES; Independent Insurance Agent; 6/1/2010; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-04 |
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