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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare | Cold Springs | MN | 09/2003 | Present |
| The Tan Line, Llc | Cold Spring | MN | 06/2011 | 06/2026 |
| M&M Holdings Of Minnesota, Llc | Cold Springs | MN | 01/2011 | Present |
| M&M Holdings Of Cold Spring Llc | Cold Springs | MN | 03/2012 | Present |
| M&M Holdings Of Melrose Llc | Cold Spring | MN | 03/2012 | Present |
| Wealthcare Financial Services | Cold Spring | MN | 07/2013 | Present |
| Voya Financial Advisors | Cold Spring | MN | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| M & M Holdings Of Eden Valley | Eden Valley | MN | 05/2022 | Present |
| Wealthcare Agency | Cold Springs | MN | 03/2004 | Present |
1. NAME OF ENTITY: M & M HOLDINGS OF MINNESOTA, LLC; No; 16565 238TH STREET; COLD SPRING; MN; 56320; COMMERCIAL PROPERTY RENTAL; OWNER; 1/1/2011; 8; 8; COMMERCIAL PROPERTY RENTAL 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2004; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 6; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF ENTITY: M &M Holdings of Melrose LLC; No; 16565 238TH STREET; COLD SPRING; MN; 56320; commercial Property Rental; owner; 3/1/2012; 8; 8; Commercial Property Rental 4. NAME OF ENTITY: WEALTHCARE FINANCIAL SERVICES; Yes; 210 MAIN ST; COLD SPRING; MN; 56320; FINANCIAL SERVICES; OWNER; 7/5/2013; 40; 40; SELL FIXED INSURANCE.SECURITIES AND INVESTMENT PRODUCTS. 5. NAME OF ENTITY: M&M Holdings of Cold Spring LLC; No; 16565 238TH STREET; COLD SPRING; MN; 56320; commercial Property Rental; owner; 3/1/2012; 8; 8; Commercial Property rental 6. NAME OF ENTITY: Wealthcare Inc.; No; 210 MAIN ST; COLD SPRING; MN; 56320; Tax preparation, bookkeeping, payroll and accounting; Owner; 1/1/2007; 160; 160; Tax preparation, bookkeeping, payroll and accounting 7. NAME OF ENTITY: MAR HOLDINGS LLC; Yes; 16565 238TH ST; COLD SPRING; MN; 56320; HOLDING COMPANY; Chief Member; 9/15/2018; 1; 1; ADMINISTRATION 8. NAME OF ENTITY: MIDDHAVEN; No; 20745 FRUITWOOD RD; RICHMOND; MN; 56368; VACATION PROPERTY HOLDING COMPANY; CHIEF MANAGER; 9/1/2018; 2; 0; BOOKKEEPING - ADMINISTRATION 9. NAME OF ENTITY: MMLM HUNTER'S PARADISE; No; XXXX HIGHWAY 55 E; KIMBALL; MN; 55353; FAMILY HUNTING LAND; PRESIDENT; 9/15/2018; 2; 0; UPKEEP OF THE LAND AND HUNTING 10. NAME OF OTHER BUSINESS: M & M HOLDINGS OF EDEN VALLEY; INVESTMENT RELATED: NO; ADDRESS: 101 STEARNS AVE E EDEN VALLEY, MN 55329; NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY; START DATE: 05/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: COMMERCIAL PROPERTY RENTAL, COLLECT RENTS; 11. NAME OF OTHER BUSINESS: WEALTHCARE AGENCY, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 03/2004, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FIXED INSURANCE; 12. NAME OF OTHER BUSINESS: UPPER MIDWEST DISTRICT OF AMC OF A; INVESTMENT RELATED: NO; ADDRESS: 5143 S. 40TH STREET ST. CLOUD, MN 56301; NATURE OF BUSINESS: NON PROFIT; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CONSULTING WITH OTHER BOARD MEMBERS FOR PLANNING EVENTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-03 |
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