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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 | 2026-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cash Wise Foods | Waite Park | MN | 06/2017 | 06/2023 |
| American National Bank Of Mn | St. Cloud | MN | 06/2023 | 01/2025 |
| Wealthcare Inc | Cold Spring | MN | 01/2025 | Present |
| Sartell High School | Sartell | MN | 06/2015 | 06/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | 07/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
1. NAME OF OTHER BUSINESS: WEALTHCARE, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2025 POSITION/TITLE/RELATIONSHIP: INVESTMENT ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: SUPPORT ADVISORS WITH CLIENT RELATIONSHIPS, APPLICATIONS, AND BACK-OFFICE DUTIES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-25 |
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