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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 | 2025-07-18 |
| IA | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 10/2011 | 08/2023 |
| Securian Advisors Of Mid America | Hiawatha | IA | 10/2011 | Present |
| Minnesota Life Ins Co | St Paul | MN | 10/2011 | 08/2023 |
| Cetera Wealth Services, Llc | Calmar | IA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Guide Wealth Partners | Hiawatha | IA | 08/2023 | Present |
| Ac Development Llc | Hiawatha | IA | 05/2014 | Present |
1. FITNESS INSTRUCTOR POSITION: Independent Contractor NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: , Calmar IA , United States DESCRIPTION: Independent Contractor 2. NOTARY PUBLIC POSITION: Independent Contractor NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2007 ADDRESS: , Calmar IA , United States DESCRIPTION: Independent Contractor 3. SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/25/2019 ADDRESS: , Hiawatha IA , United States DESCRIPTION: Agent/Broker 4. ST. ALOYSIUS CHURCH POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 107 E South St, PO Box 819, Calmar IA 52132, United States DESCRIPTION: parish council member for the church. 5. WILTGEN FINANCIAL SERVICES POSITION: Owner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2011 ADDRESS: 113 W Main St, Calmar IA 52132, United States DESCRIPTION: Financial Services DBA 6. PARAMOUNT INSURANCE GROUP POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 534 2nd Ave, Cresco IA 52136, United States DESCRIPTION: This entity will hold all of our group and individual health clients (plus over age 65) and our commercial and personal lines of insurance; 7. NAME OF OTHER BUSINESS: SPORT OFFICIATING; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: SPORT OFFICIATING START DATE: 10/2000; POSITION/TITLE/RELATIONSHIP: OFFICIAL; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REFEREE BASKETBALL; 8. NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 9. NAME OF OTHER BUSINESS: AC DEVELOPMENT LLC INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 5/2014; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LANDLORD AND MANAGEMENT. PAY BILLS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-15 |
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