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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 | 2023-06-29 |
Branch Locations
130 Cheshire Ln, Ste 150, Minnetonka, MN 55305 • United States
Chaska, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frandsen Financial | Jordan | MN | 01/2007 | 06/2020 |
| Investment Centers Of America | Jordan | MN | 01/2007 | 11/2017 |
| Lpl Financial Llc | Jordan | MN | 11/2017 | 06/2020 |
| Cetera Wealth Services, Llc | Maple Grove | MN | 06/2020 | Present |
| Advisornet Financial Partners | Maple Grove | MN | 06/2020 | Present |
| Advisornet Wealth Partners | Minneapolis | MN | 07/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Bar Financial Partners | Minnetonka | MN | 04/2025 | Present |
| Bar Financial Partners By Cetera | Minnetonka | MN | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. TITLE: INVESTMENT ADVISORY REPRESENTATIVE START: 062020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START: 01/1993 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES TITLE: INSURANCE AGENT DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: CHRISTINE ZUCK, NOTARY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY START: 01/2018 TITLE: NOTARY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL DUTIES: PROVIDE NOTARY SERVICES AS NEEDED; 4. NAME OF OTHER BUSINESS: PREPARE & PROSPER, INVESTMENT RELATED: NO, ADDRESS: 2610 UNIVERSITY AVE., ST PAUL PARK, MN, 55118, NATURE OF BUSINESS: TAX PREPARATION/FINANCIAL PLANNING, START: 01/2024, TITLE: VOLUNTEER, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, DUTIES: VOLUNTEER TAX PREP AND FINANCIAL PLANNING FOR LOW AND MODERATE INCOME INDIVIDUALS; 5. NAME OF OTHER BUSINESS: CFP ORGANIZATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL EDUCATION; START: 12/2023; TITLE: VOLUNTEER APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; DUTIES: ANSWER QUESTIONS THAT COME IN ON THE CFP WEBSITE; 6. NAME OF OTHER BUSINESS: ETERNALLY OURS ENTERTAINMENT LLC; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: ADVISORY BOARD; START: 03/2024; TITLE: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: ADVISE AND COUNCIL LLC MEMBERS REGARDING THE START UP AND ONGOING MANAGEMENT OF THE COMPANY; 7. NAME OF OTHER BUSINESS: SALTPOINT CAPITAL PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 6/2024, TITLE: FINANCIAL PROFESSIONAL, APX # OF HRS/WK & DUR TRD HRS: 1, DUTIES: DBA FOR FINANCIAL SERVICES & SALE & SERVICE OF FIXED INSURANCE; 8. NAME OF OTHER BUSINESS: BAR FINANCIAL PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 4/2025, TITLE: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES; 9. NAME OF OTHER BUSINESS: BAR FINANCIAL PARTNERS BY CETERA; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 3/2026, TITLE: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES; 10. NAME OF OTHER BUSINESS: COMMUNITY FOUNDATION FOR CARVER COUNTY ; INVESTMENT RELATED: NO ADDRESS: 2120 CHESTNUT ST, CHASKA, MN 55318 ; NATURE OF BUSINESS: NON-PROFIT-FOUNDATION ; START DATE: 7/23/2026 ; POSITION/TITLE/RELATIONSHIP: BOARD ; APX NUMBER OF HOURS PER WEEK: 0.25 ; APX NUMBER OF HOURS DURING TRADING HOURS:0 ; BRIEF DESCRIPTION OF DUTIES: PROVIDE INPUT INTO GROWTH OF THE FOUNDATION ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-29 |
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