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Zachary Tollerud Altman

Cetera Investment Advisers LLC

Denver, CO

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-08-10
  • CO RA
    APPROVED
    Since 2023-08-10

Branch Locations

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc St Paul MN 08/2018 08/2023
Cri Securities St Paul MN 08/2018 10/2021
Minnesota Life Insurance Co St Paul MN 08/2018 08/2023
Fortune Financial Minnetonka MN 08/2018 Present
University Of Minnesota Minneapolis MN 09/2014 05/2018
North Star Resource Group Minneapolis MN 05/2016 12/2016
North Star Resource Group Minneapolis MN 06/2017 08/2018
Cetera Wealth Services, Llc Denver CO 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
  • 08/2018 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 08/2018 → 10/2021
    Cri Securities
    St Paul, MN
  • 08/2018 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 08/2018 → Present
    Fortune Financial
    Minnetonka, MN
  • 09/2014 → 05/2018
    University Of Minnesota
    Minneapolis, MN
  • 05/2016 → 12/2016
    North Star Resource Group
    Minneapolis, MN
  • 06/2017 → 08/2018
    North Star Resource Group
    Minneapolis, MN
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Denver, CO
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-04-15 → 2023-08-10
    Securian Financial Services, Inc.
    Minnetonka, MN
    Denver, CO
    St. Paul, MN
  • 2019-04-15 → 2021-10-27
    Cri Securities, Llc
    Minnetonka, MN
Other Businesses

1) FORTUNE FINANCIAL POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2018 ADDRESS: , Minnetonka MN , United States DESCRIPTION: Agent/Broker 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: 09/01/2018 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2017; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-01
  • S66 Uniform Combined State Law Examination
    2019-04-01

View on SEC IAPD

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