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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-08-10
TX RA APPROVED_RES 2023-08-10
  • MN RA
    APPROVED
    Since 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2023-08-10

Branch Locations

5461 City Hall Street, Nisswa, MN 56468 • United States

1407 33Rd St S, St Cloud, MN 56301 • United States

9600 Upland Lane North Suite 180, Maple Grove, MN 55369 • United States

Sartell, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Ins Co St Paul MN 06/2003 08/2023
Securian Financial Services, Inc St Paul MN 06/2003 08/2023
C.R.I. Securities, Inc St Paul MN 06/2003 10/2021
North Star Consultant, Inc Minneapolis MN 06/2003 Present
Cetera Wealth Services, Llc St Cloud MN 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
David M. Jacobs & Associates, Inc St Cloud MN 01/2025 Present
  • 06/2003 → 08/2023
    Minnesota Life Ins Co
    St Paul, MN
  • 06/2003 → 08/2023
    Securian Financial Services, Inc
    St Paul, MN
  • 06/2003 → 10/2021
    C.R.I. Securities, Inc
    St Paul, MN
  • 06/2003 → Present
    North Star Consultant, Inc
    Minneapolis, MN
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    St Cloud, MN
  • 08/2023 → Present
    Schaumburg, IL
  • 01/2025 → Present
    David M. Jacobs & Associates, Inc
    St Cloud, MN
Previous Registrations
  • 2014-01-15 → 2023-08-10
    Securian Financial Services, Inc.
    St. Cloud, MN
    St Cloud, MN
    Saint Cloud, MN
    St. Paul, MN
  • 2014-01-15 → 2021-10-19
    Cri Securities, Llc
    St. Cloud, MN
    St Cloud, MN
Other Businesses

1. JACOBS FINANCIAL POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2003 ADDRESS: , St. Cloud MN , United States DESCRIPTION: Agent/Broker; 2. JF LEGACY PROPERTIES LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: , St. Cloud MN , United States DESCRIPTION: Owner 3. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 4. JACOBS LAKE PROPERTIES, LLC. POSITION: Owner NATURE: Personal Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2021 ADDRESS: 1100 Madison Court, Sartell MN 56377, United States DESCRIPTION: This is my wife and mine personal lake home. 5. NAME OF OTHER BUSINESS: DAVID M. JACOBS & ASSOCIATES, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CREATED FOR EXPENSE MANAGEMENT; 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: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-06-26
  • S63 Uniform Securities Agent State Law Examination
    2003-06-26
Designations

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