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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 |
Branch Locations
224 Water Street, Jordan, MN 55352 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-07-16 |
| TX | RA | APPROVED_RES | 2018-07-16 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Brooklyn Park | MN | 09/2014 | 06/2021 |
| North American Wealth Advisors Inc. | Jordan | MN | 07/2018 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 224 WATER ST; JORDAN; MN; 55352; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 8/15/2012; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:North American Wealth Advisors; Yes; 224 Water Street; Jordan; MN; 55352; Independent RIA / Voya Hybrid; CEO; 11/1/2018; 160; 130; Receive fees for managing client assets|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-02 |
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