Best Investors Account Sign in
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_RES 2023-08-10
WI RA APPROVED 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2023-08-10
  • WI RA
    APPROVED
    Since 2023-08-10

Branch Locations

2945 Triverton Pike Dr Ste 200, Madison, WI 53711 • United States

Stoughton, WI • 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
Cuna Mutual Group Waverly IA 03/2014 08/2017
Cuna Brokerage Services, Inc. Waverly IA 03/2014 08/2017
Securian Financial Services, Inc. St. Paul MN 08/2017 09/2017
Securian Financial Services, Inc. St. Paul MN 09/2017 08/2023
Cri Securities, Llc St. Paul MN 09/2017 10/2021
Minnesota Life Insurance Co. St. Paul MN 09/2017 08/2023
North Star Resource Group Madison WI 08/2017 09/2017
North Star Resource Group Madison WI 09/2017 Present
Cetera Wealth Services, Llc Madison WI 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
Eb Capital Management Madison WI 12/2024 Present
  • 03/2014 → 08/2017
    Cuna Mutual Group
    Waverly, IA
  • 03/2014 → 08/2017
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 08/2017 → 09/2017
    Securian Financial Services, Inc.
    St. Paul, MN
  • 09/2017 → 08/2023
    Securian Financial Services, Inc.
    St. Paul, MN
  • 09/2017 → 10/2021
    Cri Securities, Llc
    St. Paul, MN
  • 09/2017 → 08/2023
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 08/2017 → 09/2017
    North Star Resource Group
    Madison, WI
  • 09/2017 → Present
    North Star Resource Group
    Madison, WI
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Madison, WI
  • 08/2023 → Present
    Schaumburg, IL
  • 12/2024 → Present
    Eb Capital Management
    Madison, WI
Previous Registrations
  • 2017-09-01 → 2023-08-10
    Securian Financial Services, Inc.
    Madison, WI
    St. Paul, MN
  • 2017-09-01 → 2021-10-21
    Cri Securities, Llc
    Madison, WI
  • 2014-04-01 → 2017-08-02
    Cuna Brokerage Services, Inc.
    Madison, WI
    Madison, WI
    Cottage Grove, WI
    Fitchburg, WI
  • 2014-02-24 → 2014-03-24
    Middleton, WI
  • 2011-10-20 → 2014-02-11
    Securian Financial Services, Inc.
    Madison, WI
  • 2011-10-21 → 2014-02-11
    Cri Securities, Llc
    Madison, WI
  • 2008-09-05 → 2009-03-05
    St Louis, MO
    Des Moines, IA
Other Businesses

1. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2017 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2. NAME OF OTHER BUSINESS: EB CAPITAL MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: BELLIN IRA LLC , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 01/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: TO PAY ADVISORY REVENUE TO;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-17
  • S66 Uniform Combined State Law Examination
    2011-10-17
Other Names
  • Matt Bellin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor