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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 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
1295 Northland Drive Suite #200, Mendota Heights, MN 55120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adams Consulting Group | Mendota Heights | MN | 06/1995 | Present |
| Insurance Agent | Bloomington | MN | 01/1993 | Present |
| Voya Financial Advisors | Bloomington | MN | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Adams Consulting Group, LLC; Yes; 1650 WEST 82ND ST STE 1080; BLOOMINGTON; MN; 55431; FINANCIAL SERVICES; Owner; 1/1/1997; 160; 160; provide financial services and In addition to working with corporate clients regarding their employee benefit programs, will prepare and deliver multiple education sessions/workshops for employees and executives to help them better understand their employee/executive benefit plans and how these coordinate with their overall financial/retirement planning.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1650 WEST 82ND ST STE 1080; BLOOMINGTON; MN; 55431; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/15/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-10 |
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