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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 | 2023-08-10 |
| WI | RA | APPROVED | 2023-08-10 |
Branch Locations
2945 Triverton Pike Dr Ste 200, Madison, WI 53711 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 03/2010 | 08/2023 |
| Cri Securities, Llc | St Paul | MN | 03/2010 | 10/2021 |
| North Star Consultants, Inc | Madison | WI | 01/2010 | Present |
| Cetera Wealth Services, Llc | Madison | WI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Streeper Enterprises, Llc | Madison | WI | 02/2025 | Present |
1) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2) 100 MEN OF DANE COUNTY POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: Dane County, Madison WI 53706, United States DESCRIPTION: Each member pledges to give $1000/qtr to the organization. The 100 members then choose 1 of 3 pre-screen non-profits to donate the groups $100,000 to. The recipient organizations are local non-profits with missions that serve and benefit the local youth. 3) THE CANOPY CENTER POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2013 ADDRESS: 2445 Darwin Rd, Ste 15, Madison WI 53704, United States DESCRIPTION: I an no longer the Board President due to my term ending however I still serve on the board. The board determines the ongoing direction of the Non-Profit and oversees the Executive Director and her operation of the non-profit & staff. 4) NAME OF OTHER BUSINESS: STREEPER LIVING TRUST; INVESTMENT RELATED: NO; ADDRESS: 623 POST RD MADISON, WI 53713; NATURE OF BUSINESS: REAL ESTATE; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE RENTAL PROPERTY; 5) NAME OF OTHER BUSINESS: STREEPER ENTERPRISES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: CREATED FOR EXPENSE MANAGEMENT; 6) 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; 7) NAME OF OTHER BUSINESS: WAWA PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: 638 ORCHARD DR MADISON, WI 53711; NATURE OF BUSINESS: REAL ESTATE; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE RENTAL PROPERTY; 8) NAME OF OTHER BUSINESS: TRUSTEE FOR ACQUAINTANCE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TRUSTEE; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SUCCESSOR TRUSTEE FOR ACQUAINTANCE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-03 |
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