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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 | 2014-01-21 |
Branch Locations
421 1St Ave Sw, Suite 304 East, Rochester, MN 55902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly Anderson - Investment Property | Richfield | MN | 09/2009 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2013 | Present |
| Home Federal Savings Bank | Rochester | MN | 04/2013 | 09/2024 |
| Cetera Investment Advisers Llc | Rochester | MN | 01/2014 | Present |
1) WO RE LLC, REAL ESTATE HOLDING COMPANY, OWN AND MANAGE INVESTMENT REAL ESTATE, 50% OWNER; 2) SECRETARY AND BOARD MEMBER FOR ROCHESTER 700 SERTOMA CLUB, 5/HRS/WK 3) EVERGREEN FINANCIAL PARTNERS; DBA FOR CETERA BUSINESS 4) OWNER AND PRESIDENT OF W&O LLC AND MONROE INVESTMENTS LLC; HOLDS LAND FOR INVESTMENT PURPOSES 5) POWER OF ATTORNEY FOR PARENTS (JEANNE & KURT ANDERSON)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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