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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-04 |
| MN | RA | APPROVED | 2019-03-21 |
Branch Locations
5100 Thimsen Ave Ste 228, Minnetonka, MN 55345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | St. Louis Park | MN | 06/2015 | 12/2018 |
| Bremer Bank | St. Louis Park | MN | 01/2016 | 12/2018 |
| Iso Developer | Rosemont | MN | 10/2014 | 10/2017 |
| Christine Loberg | Rosemont | MN | 01/2016 | 06/2018 |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2019 | Present |
| Cetera Investment Advisers Llc | Minnetonka | MN | 04/2019 | Present |
| Live Wealth Planners | Minnetonka | MN | 12/2018 | Present |
1. RENTAL PROPERTIES, 100% OWNER, 1/HR/WK 2. SALE OF MEDICARE AND HEALTH INSURANCE THROUGH TRUSTED INSURANCE AGENCEY 3. LIVE WEALTH PLANNERS LLC, DBA FOR CETERA BUSINESS, 100% OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-21 |
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