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15750 Venture Lane, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-16 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 08/2007 | 01/2020 |
| Home State Bank | Willmar | MN | 07/2012 | 01/2020 |
| Cetera Investment Advisers Llc | Willamr | MN | 01/2014 | 01/2020 |
| Securities America, Inc | Glenwood | MN | 01/2020 | 06/2024 |
| Usadvisors Wealth Management, Llc | Glenwood | MN | 01/2020 | Present |
| Osaic Wealth, Inc. | Glenwood | MN | 06/2024 | Present |
1. EAGLE FINANCIAL SERVICES - DBA 2. MARKET FORCE INFORMATION POSITION: Contract employee NATURE: Mystery Shopper for Market Force Shopping. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 6625 The Corners Pkwy NW, Peachtree Corners GA 30092 DESCRIPTION: Conduct mystery shops at various locations (fast food, retail stores etc.). Ask specified questions/scenarios and make an online report as required. 3. USADVISORS WEALTH MANAGEMENT POSITION: Employee NATURE: Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 120 START DATE: 01/07/2020 ADDRESS: PO Box 460001, Papillin NE 68046 DESCRIPTION: Financial Advisor 4. COMPEREMEDIA- MINTEL GROUP LTD POSITION: Data collector NATURE: Producer Insight Panel. I forward literature and emails from advisor publications/vendors that are of a general nature (nothing client specific). INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 333 West Wacker St, Chicago IL 60606 DESCRIPTION: I forward emails or printed literature that have been sent by various vendors as sales pieces to the company. They consolidate with other materials sent by other reps to show what is being used across the industry. 5. EAGLE FINANCIAL SERVICES POSITION: Employee NATURE: Financial Insurance Products (LTC, VA, FA, Indexed Annuity, Life) INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 01/13/2020 ADDRESS: PO Box 217, Glenwood MN 56334 DESCRIPTION: Sale of insurance products that relate to financial planning. 6. EAGLE BANK POSITION: Employee NATURE: Employee of Eagle Bank INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/13/2020 ADDRESS: PO Box 217, Glenwood MN 56334-0217 DESCRIPTION: Employee of the bank, in charge of Eagle Financial Services. 7. WONDERFULLY MADE WELLNESS POSITION: Behind the scenes, support. NATURE: Wonderfully Made Wellness. My wife will be the practitioner and together we will own a holistic, natureopath facility. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 17426 Hwy 71 NE, New London MN 56273, United States DESCRIPTION: Owner of business, wife will be face/main person involved. I will spend 8. GLENWOOD LAKES AREA CHAMBER OF COMMERCE POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 7 1st St NW, Glenwood MN 56334, United States DESCRIPTION: Member of the Board of Directors of Chamber of Commerce for the local area.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-04 |
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