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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bergerson Tax Services, Inc | St Paul | MN | 01/2003 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Advisornet Wealth Partners | Minneapolis | MN | 08/2012 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: BERGERSON TAX SERVICES, INC, INVESTMENT RELATED: NO, ADDRESS: 1452 CONCORDIA AVE, ST PAUL, MN 55104, NATURE OF BUSINESS: TAX PREPARATION SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 01/2000, APPROX NUMBER OF HOURS PER MONTH: 120, BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND PLANNING; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: BERGERSON RESOURCE GROUP, INVESTMENT RELATED: YES, ADDRESS: 1452 CONCORDIA AVE., ST PAUL, MN 55104, NATURE OF BUSINESS: FINANCIAL PLANNING, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 09/15/2011, APPROX NUMBER OF HOURS PER MONTH: 200, BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR; 4. THE FANTASY GOLF INSIDER, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL ADDRESS, INFORMATIONAL WEBSITE ON PROFESSIONAL/FANTASY GOLF, START 11/26/2014, 5HRS/WK (NON-TRADING HOURS), PARTNER - PROVIDES CONTENT & ARTICLES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-06 |
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