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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 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
2701 University Ave Se, Minneapolis, MN 55414 • United States
Pine Island, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 08/2021 | 06/2022 |
| Active Duty Marine Corps Officer | Fort Eustis | VA | 10/2015 | 05/2022 |
| Securian Financial Services Inc | St Paul | MN | 07/2022 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 07/2022 | 08/2023 |
| North Star Resource Group | Minneapolis | MN | 07/2022 | Present |
| Cetera Wealth Services, Llc | Minneapolis | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
(1) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2022 ADDRESS: 2701 University Ave SE, Minneapolis MN 55414, United States DESCRIPTION: Offering clients group/employee benefits and fixed insurance options outside of the carriers that have selling arrangement with Securian Financial or MN Life Insurance Co. (2) NAME OF OTHER BUSINESS: BNI; INVESTMENT RELATED: NO ; ADDRESS: 2775 43RD AVE ROCHESTER, MN 55906; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: CHAPTER PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LEAD WEEKLY MEETINGS, PROVIDE GUIDANCE TO OTHER LEADERSHIP POSITIONS IN THE CHAPTER TO ASSIST WITH GROWTH; (3) NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-05 |
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