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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
901 Marquette Ave Suite 2800, Minneapolis, MN 55402 • United States
New Hope, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | Minnapolis | MN | 06/2014 | Present |
| Box Financial Advisors | Minneapolis | MN | 12/2021 | Present |
| Advisornet Wealth Partners | Minneapolis | MN | 02/2019 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Hedberg Financial Inc. | Minnetonka | MN | 01/2026 | Present |
1) NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: BOARD ; START DATE: 01/2024 ; POSITION/TITLE/RELATIONSHIP: SECRETARY AND TREASURER; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: RECORDING BOARD NOTES AND FACILITATING FINANCIAL TRANSACTIONS ; 2) NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2021, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: OWNERSHIP OF DBA FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2021, POSITION/TITLE/RELATIONSHIP: CHIEF OPERATING OFFICER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: RUNNING DAY TO DAY OPERATIONS, INCLUDES EMPLOYEES & INDEPENDENT ADVISORS; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE:01/2022, 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, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 5) NAME OF OTHER BUSINESS: HEDBERG FINANCIAL INC. ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER / 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; 6) NAME OF OTHER BUSINESS: HEDBERG FINANCIAL ; INVESTMENT RELATED: YES; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: BOARD; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT/SECRETARY/BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: S CORP BOARD SET UP FOR FINANCIAL SERVICES BUSINESS; 7) NAME OF OTHER BUSINESS: BOX ENTERPRISE PARTNERS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONSULTING; START DATE: 8/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: RECRUITING AND MANAGING OUTSIDE ADVISORS AND GROUP IN THE CETERA REGION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-25 |
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