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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-02-22 |
Branch Locations
500 Long Street, Mankato, MN 56001 • United States
316 Byron Avenue North, Byron, MN 55920 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Federal Bank | Wells | MN | 11/2013 | 12/2017 |
| Cetera Investment Services Llc | St. Cloud | MN | 11/2013 | Present |
| Cetera Investment Advisers Llc | St.PEter | MN | 02/2016 | Present |
| First National Bank Of Minnesota | St.PEter | MN | 12/2017 | Present |
| First Security Bank | Byron | MN | 07/2023 | Present |
1.) INVESTMENT COMMITTEE MEMBER FOR MANKATO AREA FOUNDATION; MONITOR FOUNDATION'S INVESTMENT PORTFOLIO TO ENSURE IT IS WITHIN THE IPS 2.) BOARDMEMBER FOR MANKATO CLINIC FOUNDATION; VOTE ON GRANT REQUESTS; 4 HRS/YEAR 3.) BOARD OF DIRECTORS FOR MANKATO AREA FOUNDATION; GOVERNS THE FOUNDATION, ESTABLISHES POLICY, SETS PRIORITIES AND MAKES FINAL GRANT DECISIONS; 1.5 HRS/MOS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-20 |
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