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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 | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
1700 Technology Dr Ne Suite 100, Willmar, MN 56201 • United States
1917 Country Club Dr. Ne, Willmar, MN 56201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Willmar | MN | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Gilbertson Management Group, Inc.; | Willmar | MN | 11/2024 | Present |
| Gilbertson Management Agency, | Willmar | MN | 11/2024 | Present |
1)NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED LOCATION; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 10/4/2005; 40; 30; sales and service of fixed insurance product 2)NAME OF ENTITY: Gilbertson Management Group LLC; Yes; SAME AS REGISTERED LOCATION; financial services; owner; 11/18/2009; 160; 160; sales and services of insurance and securities products 3) NAME OF OTHER BUSINESS: PRAIRIE WOOD ENVIRONMENTAL LEARNING CENTER; INVESTMENT RELATED: NO; ADDRESS: 12718 10TH ST NE, SPICER, MN, 56288; NATURE OF BUSINESS: ENVIRONMENTAL LEARNING CENTER; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: DEVELOP ANNUAL BUDGET WITH EXEC DIRECTOR, BUDGETING AND FINANCIAL PLANNING, REPORTING, INTERNAL CONTROLS AND ACCOUNTABILITY POLICIES, OVERSEE AUDIT; 4)NAME OF ENTITY: GILBERTSON MANAGEMENT GROUP, INC.; YES; SAME AS REGISTERED LOCATION; FINANCIAL SERVICES/DBA; OWNER; 11/2024; APX 45 HOURS PER WEEK, 32.5 DURING TRADING HOURS ; DBA FOR FINANCIAL SERVICES; 5)NAME OF ENTITY: GILBERTSON MANAGEMENT AGENCY, YES; SAME AS REGISTERED LOCATION; FIXED INSURANCE/DBA; PRESIDENT; 11/2024, APX 5 HOURS PER WEEK, DURING TRADING HOURS, DBA FOR FIXED INSURANCE; 6) NAME OF OTHER BUSINESS: CITY OF WILLMAR; INVESTMENT RELATED: NO; ADDRESS: 333 6TH STREET WILLMAR, MN 56201; NATURE OF BUSINESS: CITY COUNCIL ; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: CITY COUNCILOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ELECTED LEGISLATIVE AND POLICY-MAKING BODY FOR THE CITY OF WILLMAR GOVERNMENT;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-15 |
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