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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
MN RA APPROVED 2026-01-29
  • MN RA
    APPROVED
    Since 2026-01-29

Branch Locations

302 East Howard Street Suite 113, Hibbing, MN 55746 • United States

1300 Godward St Ne Suite 6650, Minneapolis, MN 55413 • 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
Marsh & Mclennan Agency Minneapolis MN 04/2016 08/2018
Lincoln Financial Advisors Corporation Shoreview MN 08/2018 11/2022
Commonwealth Financial Network Waltham MA 11/2022 01/2026
Ryan Financial Group White Bear Lake MN 01/2024 Present
Wahlund Financial Llc Minneapolis MN 01/2024 Present
Cetera Wealth Services, Llc El Segundo CA 01/2026 Present
Cetera Investment Advisers Llc Schaumburg IL 01/2026 Present
  • 04/2016 → 08/2018
    Marsh & Mclennan Agency
    Minneapolis, MN
  • 08/2018 → 11/2022
    Lincoln Financial Advisors Corporation
    Shoreview, MN
  • 11/2022 → 01/2026
    Waltham, MA
  • 01/2024 → Present
    Ryan Financial Group
    White Bear Lake, MN
  • 01/2024 → Present
    Wahlund Financial Llc
    Minneapolis, MN
  • 01/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2026 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-11-01 → 2026-01-30
    Minneapolis, MN
    Waltham, MA
    Hibbing, MN
  • 2018-11-08 → 2022-11-09
    Osaic Fa, Inc.
    White Bear Lake, MN
Other Businesses

1. NAME OF OTHER BUSINESS: WAHLUND FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: RYAN FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLAN ADVISORY FOR DEFINED CONTRIBUTION PLANS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-07
  • S66 Uniform Combined State Law Examination
    2018-11-07

View on SEC IAPD

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