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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-15 |
Branch Locations
249 N Country Lane Suite 201, Fond Du Lac, WI 54935 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Fond Du Lac | WI | 01/1997 | 11/2019 |
| Wells Fargo Advisors Financial Network, Llc | Fond Du Lac | WI | 11/2019 | 12/2025 |
| Ledgevest Financial | Fond Du Lac | WI | 11/2019 | Present |
| Cetera Advisors Llc | St. Cloud | MN | 12/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2025 | Present |
1. NAME OF OTHER BUSINESS: LVF,LLC DBA LEDGEVEST FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2019 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-21 |
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