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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-29
WI RA APPROVED 2023-06-29
FL RA APPROVED 2023-04-09
  • TX RA
    APPROVED_RES
    Since 2023-06-29
  • WI RA
    APPROVED
    Since 2023-06-29
  • FL RA
    APPROVED
    Since 2023-04-09

Branch Locations

2033 Marinette Ave, Marinette, WI 54143 • United States

De Pere, WI • United States

Fort Myers Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Danielson Insurance Agency Kingsford MI 12/2008 Present
Sauvey And Sauvey Green Bay WI 12/2008 Present
Voya Financial Advisors Marinette WI 09/2014 06/2021
Cantrell Financial Services Cookesville TN 07/2016 10/2024
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Simone Insurance Agency Iron Mountain MI 07/2021 Present
Great Lakes Financial Management Group Marinette WI 06/2004 Present
Mr Rentals Marinette WI 07/2009 Present
Great Lakes Fmg Marinette WI 12/2008 Present
Holmberg General Agency Marientte WI 06/2017 Present
Mj Corporate Management Group Marinette WI 05/2010 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2023 Present
Evolve Financial Advisors Cookeville TN 04/2024 Present
Hm Rentals Cookeville TN 05/2026 Present
  • 12/2008 → Present
    Danielson Insurance Agency
    Kingsford, MI
  • 12/2008 → Present
    Sauvey And Sauvey
    Green Bay, WI
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Marinette, WI
  • 07/2016 → 10/2024
    Cantrell Financial Services
    Cookesville, TN
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2021 → Present
    Simone Insurance Agency
    Iron Mountain, MI
  • 06/2004 → Present
    Great Lakes Financial Management Group
    Marinette, WI
  • 07/2009 → Present
    Mr Rentals
    Marinette, WI
  • 12/2008 → Present
    Great Lakes Fmg
    Marinette, WI
  • 06/2017 → Present
    Holmberg General Agency
    Marientte, WI
  • 05/2010 → Present
    Mj Corporate Management Group
    Marinette, WI
  • 03/2023 → Present
    Schaumburg, IL
  • 04/2024 → Present
    Evolve Financial Advisors
    Cookeville, TN
  • 05/2026 → Present
    Hm Rentals
    Cookeville, TN
Previous Registrations
  • 2004-01-01 → 2021-06-09
    Brighton, MI
    New Berlin, WI
    Marinette, WI
    Windsor, CT
  • 2003-02-03 → 2003-02-03
    Locust Street Securities, Inc.
    Marinette, WI
Other Businesses

1. NAME OF ENTITY:Great Lakes Financial Management Group; Yes; SAME AS REGISTERED LOCATION; DBA; Owner; 6/24/2004; 160; 160; DBA for sale of securities and insurance products. 2. NAME OF ENTITY:Danielson Insurance Agency; No; 801 PYLE DRIVE; KINGSFORD; MI; 49802; property and casualty insurance sales; Vice President, owner; 12/10/2008; 20; 20; hire and fire, sales 3. NAME OF ENTITY:MR Rentals, LLC; Yes; SAME AS REGISTERED LOCATION; housing leasing company; owner; 7/1/2009; 0; 0; Pay bills and collect rent. 4. NAME OF ENTITY:Great Lakes FMG; No; SAME AS REGISTERED LOCATION; home rentals; owner; 01/01/2007; 20; 20; rents properties 5. NAME OF ENTITY:Sauvey and Sauvey, Inc.; Yes; SAME AS REGISTERED LOCATION; investment, insurance and pension sales; President, co-owner; 01/01/2003; 40; 40; sales and service of investments and insurance 6. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED LOCATION; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 12/10/2008; 32; 32; SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 7. NAME OF ENTITY:HOLMBERG GENERAL AGENCY; No; 710 MAIN ST; NORWAY; MI; 49870; P&C INSURANCE; VICE PRESIDENT/OWNER; 7/1/2016; 2; 2; MANAGE PROPERTY & CASUALTY AGENCY. 8. NAME OF ENTITY:MJM CORPORATE MANAGEMENT GROUP, INC; No; SAME AS REGISTERED LOCATION; Holding company; owner; 5/1/2010; 20; 0; Manage various businesses. 9. NAME OF OTHER BUSINESS: SIMONE INSURANCE AGENCY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: P&C AGENCY START DATE: 9/01/2021 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OVERSEE THE OPERATIONS OF THE AGENCY; 10. NAME OF OTHER BUSINESS: EVOLVE FINANCIAL ADVISORS , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 11. NAME OF OTHER BUSINESS: HM RENTALS; INVESTMENT RELATED: NO; ADDRESS: 818 E 10TH ST, COOKEVILLE, TN 38501; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 5/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY, COLLECT RENT, GATHER INFORMATION FOR TAXES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-25
S63 Uniform Securities Agent State Law Examination 1990-07-13
  • S65 Uniform Investment Adviser Law Examination
    1999-06-25
  • S63 Uniform Securities Agent State Law Examination
    1990-07-13
Designations
Other Names
  • Mike Messer

View on SEC IAPD

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