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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 | 2023-08-10 |
| WI | RA | APPROVED | 2023-08-10 |
Branch Locations
2945 Triverton Pike Dr Ste 200, Madison, WI 53711 • United States
Deforest, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St. Paul | MN | 10/2016 | 09/2018 |
| Cri Securities Llc | St. Paul | MN | 10/2016 | 09/2018 |
| Madison School And Community Recreation | Madison | WI | 01/2015 | 02/2017 |
| North Star Consultans Inc | Madison | WI | 08/2016 | 09/2018 |
| Securian Financial Services Inc | St Paul | MN | 08/2016 | 10/2016 |
| Securian Financial Services Inc | St. Paul | MN | 09/2018 | 08/2023 |
| Cri Securities Llc | St. Paul | MN | 09/2018 | 10/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 09/2018 | 08/2023 |
| North Star Resource Group | Minneapolis | MN | 09/2018 | Present |
| Cetera Wealth Services, Llc | Madison | WI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Skylark Consulting Llc | Madison | WI | 02/2025 | Present |
1) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2018 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2) NOTRE DAME CLUB OF MADISON BOARD OF DIRECTORS POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2020 ADDRESS: Notre Dame Club of Madison c/o Daniel Burke, 7769 Ox Trail Way, Verona WI 53593, United States DESCRIPTION: Alumni advisory committee. Roles are helping with volunteer and spiritual activities and helping guide the board on event planning, etc. no plans to serve in officer role 3) NAME OF OTHER BUSINESS: SKYLARK CONSULTING LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2025; 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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
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