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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
Argyle, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 11/2017 | 08/2023 |
| North Star | Madison | WI | 11/2017 | Present |
| Securian Financial Services Inc. | St. Paul | MN | 11/2017 | 08/2023 |
| Cri Securities Llc | St. Paul | MN | 11/2017 | 10/2021 |
| Legacy Advisor Network | Madison | WI | 07/2015 | 09/2017 |
| Treinen Farm Corn Maze And Pumpkin Patch | Lodi | WI | 07/2011 | 11/2017 |
| Kayla Ann Coordinates | Waunakee | WI | 05/2010 | 02/2018 |
| Iris- State Of Wisconsin (Evan Nikula) | Poynette | WI | 06/2006 | Present |
| Cetera Wealth Services, Llc | Madison | WI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Driftless Rise Financial, Llc | Madison | WI | 11/2025 | Present |
1) IRIS - STATE OF WI FOR EVAN NIKULA POSITION: Employee NATURE: Employee INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2006 ADDRESS: , Poynette WI , United States DESCRIPTION: Employee 2) 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: 11/01/2017 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 3) SUCCESSOR TRUSTEE POSITION: Successor Trustee to Special Needs Trust NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2017 ADDRESS: W7581 Bohling Road, Poynette WI 53955, United States DESCRIPTION: A Special Needs Trust has been set up to aid in the care for my brother, Evan Nikula. My parents are current trustees and upon their death or incapacitation, me and my sister will take over duties as trustee of the trust. The trust is dated 11/27/2019, but my duties have not started as my parents are still willing and able to serve as the primary trustees. 4) NAME OF OTHER BUSINESS: ARGYLE COMMUNITY PARKS FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 15971 STATE ROAD 78 ARGYLE, WI 53504; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WORK WITH THE COMMUNITY FOR FUNDRAISING AND DEVELOPMENT OF NEW PLAYGROUND EQUIPMENT; 5) NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2025, 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; 6) NAME OF OTHER BUSINESS: DRIFTLESS RISE FINANCIAL, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER OF LLC TO MANAGE ADVISORY FEES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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