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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
| MN | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Indian Wells, CA • United States
Golden Valley, MN • United States
403 S Minnesota Avenue, Saint Peter, MN 56082 • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-07 |
| MN | RA | APPROVED | 2014-01-29 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Indian Wells, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Advisornet Wealth Partners | Minneapolis | MN | 08/2012 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074 INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: ALIGNED WEALTH PLANNING GROUP; INVESTMENT RELATED: YES; ADDRESS: 130 CHESIRE LN SUITE 150, MINNETONKA, MN 55305; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: CERTIFIED FINANCIAL PLANNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: IDENTIFY RISKS AND OPPORTUNITIES, OFFER SOLUTIONS AND ADVISE TO MEET OBJECTIVES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-29 |
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