Douglas Ray Box

Current Employers

Employment History

• 03/1995 → Present
  Box Financial Advisors
  Mpls, MN
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2012 → 04/2026
  Advisornet Wealth Partners
  Minneapolis, MN
• 09/2018 → Present
  Exceptional Life Project
  Minneapolis, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2024 → Present
  Mdeez Numismatics Llc
  Centerville, MN
• 08/2026 → Present
  Box Enterprise Partners
  Minneapolis, MN

Previous Registrations

• 2014-01-28 → 2026-04-01
  Advisornet Wealth Partners
  Minnetonka, MN
  Minneapolis, MN
  Blaine, MN

Other Businesses

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: BOX FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: 701 4TH AVE S STE 1500 MINNEAPOLIS, MN 55415, NATURE OF BUSINESS: FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 1995, APPROX NUMBER OF HOURS PER MONTH: 160, BRIEF DESCRIPTION OF DUTIES: PROVIDE INVESTMENT ADVISORY SERVICE TO CLIENTS 3. NAME OF OTHER BUSINESS: EXCEPTIONAL LIFE PROJECT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LIFE COACHING, START DATE: 09/2018, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LIFE COACHING AND CONSULTING 4. NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: BOARD CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SERVE AS CHAIRMAN OF THE BOARD OF DIRECTORS IN THE OVERSIGHT OF THE ORGANIZATION; 5. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 10/2019; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC. 6. NAME OF OTHER BUSINESS: MDEEZ NUMISMATICS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TO MANAGE PERSONAL BITCOIN SERVERS PERFORMANCE AND RESULTS; 7. NAME OF OTHER BUSINESS: BOX ENTERPRISE PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-08

Designations