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Craig Philip Molldrem

Cetera Investment Advisers LLC

Keller, TX

Southlake, TX

CRD 5056884

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-10
  • TX RA
    APPROVED
    Since 2023-08-10

Branch Locations

Keller, TX • United States

550 Reserve St St 190, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services, Inc St Paul MN 10/2008 08/2023
Cri Securities, Llc St Paul MN 10/2008 10/2021
Minnesota Life Insurance Company St Paul MN 10/2008 08/2023
North Star Consultants, Inc. Dallas TX 06/2009 Present
Cetera Wealth Services, Llc Southlake TX 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
  • 10/2008 → 08/2023
    Securian Financial Services, Inc
    St Paul, MN
  • 10/2008 → 10/2021
    Cri Securities, Llc
    St Paul, MN
  • 10/2008 → 08/2023
    Minnesota Life Insurance Company
    St Paul, MN
  • 06/2009 → Present
    North Star Consultants, Inc.
    Dallas, TX
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Southlake, TX
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2009-06-16 → 2023-08-10
    Securian Financial Services, Inc.
    Southlake, TX
    Minneapolis, MN
    Philadelphia, PA
    Minneapolis, MN
    Boston, MA
    Oklahoma City, OK
    Keller, TX
  • 2009-06-16 → 2021-10-20
    Cri Securities, Llc
    Minneapolis, MN
    Dallas, TX
    Philadelphia, PA
    Minneapolis, MN
Other Businesses

1) BOOK AUTHOR POSITION: Owner NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2014 ADDRESS: , Dallas TX , United States DESCRIPTION: Owner 2) MOLLDREM PROPERTIES LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: , Dallas and Grand Praire TX , United States DESCRIPTION: Owner 3) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 4) SILVERTHORNE HOME POSITION: Owner NATURE: short-term rental home INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2019 ADDRESS: 323 Lodgepole Cir, Silverthorne CO 80497, United States DESCRIPTION: Short-term rental property in Silverthorne, CO. We use it personally for 15-60 days a year and then have it available for short-term vacation rental. We have a property manager to handle day to day operations. 5) NAME OF OTHER BUSINESS: NORTH STAR CONSULTANTS OF TEXAS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6) NAME OF OTHER BUSINESS: AUSTIN CONDO; INVESTMENT RELATED: NO; ADDRESS: 48 EAST AVE, UNIT 2810, AUSTIN, TX 78701; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MAINTAIN PROPERTY AND COMMUNICATE WITH PROPERTY MANAGER;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-08
  • S66 Uniform Combined State Law Examination
    2009-05-08
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Craig Philip Molldrem
  • Craig Philip Molldrem

View on SEC IAPD

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