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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
120 Broadway Avenue S Suite 200, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Advisornet Wealth Partners | Minneapolis | MN | 08/2012 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2.NAME OF OTHER BUSINESS: STERLING RETIREMENT RESOURCES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERD LOCATION, NATURE OF BUSINESS: DBA FOR FINANCIAL PLANNING, START DATE: 7/2016, APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: PARTNER, BRIEF DESCRIPTION OF DUTIES: CFP & SECRETARY; 3. NAME OF OTHER BUSINESS: MEGAN GEHRMAN, INVESTMENT RELATED: NO, NATURE OF BUSINESS: NOTARY SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 01/2010, APPROX NUMBER OF HOURS PER MONTH: 2, BRIEF DESCRIPTION OF DUTIES: NOTARY SERVICES; 4. NAME OF OTHER BUSINESS: NORR LOFT; INVESTMENT RELATED: NO; ADDRESS: 63 ROLLINS RIDGE, TOFTE, MN 55615; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SHORT TERM RENTAL PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
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