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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 | 2024-01-08 |
Branch Locations
10261 Yellow Circle Drive, Minnetonka, MN 55343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune Financial | Minnetonka | MN | 07/2021 | Present |
| Securian Financial Services | Saint Paul | MN | 07/2021 | 08/2023 |
| The Lynd Group, Llc | Ventura | CA | 07/2016 | 09/2019 |
| Fortune Financial | Minnetonka | MN | 08/2019 | 07/2021 |
| Securian Financial Services | Saint Paul | MN | 08/2019 | 07/2021 |
| Cetera Wealth Services, Llc | Minnetonka | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
1) NAME OF OTHER BUSINESS: FORTUNE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SUPPORT TEAM MEMBERS FOR SECURITIES, INSURANCE AND PLANNING BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-05 |
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