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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_RES | 2025-01-17 |
| WI | RA | APPROVED | 2024-11-25 |
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
202 West Superior St Ste 810, Duluth, MN 55811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sellwood Partners, Llc | Duluth | MN | 01/2022 | Present |
| Northwestern Mutual | Mankato | MN | 11/2018 | 10/2019 |
| Midwest Secure Retirement | St. Louis Park | MN | 06/2021 | 11/2021 |
| Ridgeview Country Club | Duluth | MN | 05/2020 | 08/2020 |
| Ridgeview Country Club | Duluth | MN | 05/2018 | 08/2018 |
| Ridgeview Country Club | Duluth | MN | 05/2017 | 08/2017 |
| Ridgeview Country Club | Duluth | MN | 05/2016 | 09/2016 |
| Minnesota State University, Mankato | Mankato | MN | 08/2017 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2022 | Present |
| Cetera Advisor Networks | El Segundo | CA | 01/2022 | 06/2022 |
| Unemployed | Duluth | MN | 09/2016 | 05/2017 |
| Unemployed | Duluth | MN | 08/2017 | 05/2018 |
| Unemployed | Duluth | MN | 08/2018 | 11/2018 |
| Unemployed | Duluth | MN | 10/2019 | 05/2020 |
| Unemployed | Duluth | MN | 08/2020 | 06/2021 |
| Unemployed | Duluth | MN | 11/2021 | 01/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Northview Financial Partners | Duluth | MN | 06/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2021 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: SELLWOOD PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2022 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: SERVICES CLIENTS AND ASSOCIATED ADVISORS WITH DAY TO DAY OFFICE OPERATIONS 3. NAME OF OTHER BUSINESS: NORTHVIEW FINANCIAL PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2025, 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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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