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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 | 2023-08-10 |
Branch Locations
10261 Yellow Circle Dr, Minnetonka, MN 55330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mertz Wealth Strategies | Bloomington | MN | 11/2011 | 02/2017 |
| Sii Investments | Bloomington | MN | 01/2012 | 02/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 02/2017 | 03/2017 |
| Cri Securities, Llc | St. Paul | MN | 02/2017 | 03/2017 |
| Fortune Financial | Minnetonka | MN | 02/2017 | 03/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 03/2017 | 08/2023 |
| Cri Securities, Llc | St. Paul | MN | 03/2017 | 10/2021 |
| Fortune Financial | Minnetonka | MN | 03/2017 | Present |
| Cetera Wealth Services, Llc | Minnetonka | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
FORTUNE FINANCIAL LLC POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2017 ADDRESS: , Minnetonka MN , United States DESCRIPTION: Agent/Broker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-20 |
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