Robert Friess Ebert

Current Employers

Employment History

• 09/2003 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 09/2003 → 08/2023
  Minnesota Life Ins Co
  St Paul, MN
• 09/2003 → 10/2021
  C.R.I Securities, Inc
  St Paul, MN
• 07/2015 → Present
  Fortune Financial
  Minnetonka, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Minnetonka, MN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-15 → 2023-08-10
  Securian Financial Services, Inc.
  Minneapolis, MN
  Minneapolis, MN
  Minnetonka, MN
  St. Paul, MN
• 2009-07-24 → 2021-10-19
  Cri Securities, Llc
  Minneapolis, MN
  Minneapolis, MN
  Minnetonka, MN

Other Businesses

1) FORTUNE FINANCIAL LLC POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2015 ADDRESS: , Minnetonka 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: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 3) BROWN & BROWN, INC. POSITION: Independent Contractor NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2019 ADDRESS: 80 South 8th St, #700 IDS Center, Minneapolis MN 55402, United States DESCRIPTION: I introduce Cheryl Marks to my clients. She meets with the employer/owner and does the company benefits for employees. I do not do the ongoing meetings, administration, etc. Simply introduce her as a value add to my offerings run through MNL, Securian and Fortune Financial. 4) SUN LIFE INSURANCE COMPANU - GROUP LIFE INSURANCE POLICY POSITION: Agent/Broker NATURE: Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022 ADDRESS: Licensing Department, P.O. Box 81039, Wellesley Hills MA 02481, United States DESCRIPTION: I am the agent on this group life policy. and will spend very little if any time maintaining this at this time. 5) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2003; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH 6) NAME OF OTHER BUSINESS: RFE, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TAX REPORTING; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: SOLE MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: USE FOR BUSINESS EXPENSE AND TAX REPORTING PURPOSES;

Exams

• S66 Uniform Combined State Law Examination
  2009-05-11
• S63 Uniform Securities Agent State Law Examination
  2003-12-05

Designations

Other Names

• Robert Fries Ebert