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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 | 2023-08-10 |
| WI | RA | APPROVED | 2023-08-10 |
Branch Locations
2945 Triverton Pike Dr Ste 200, Madison, WI 53711 • United States
Mcfarland, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Consultants, Inc | Madison | WI | 01/2006 | 05/2021 |
| Securian Financial Services, Inc | St Paul | MN | 10/2014 | 05/2021 |
| Cri Securities, Llc | St Paul | MN | 10/2014 | 05/2021 |
| Cri Securities, Llc | Saint Paul | MN | 05/2021 | 10/2021 |
| Securian Financial Services | Saint Paul | MN | 05/2021 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 05/2021 | 08/2023 |
| North Star Consultants, Inc | Madison | WI | 05/2021 | Present |
| Cetera Wealth Services, Llc | Madison | WI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NOTARY PUBLIC POSITION: Independent Contractor NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2016 ADDRESS: , Madioson WI , United States DESCRIPTION: Independent Contractor 2. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: 2701 University Ave SE, Minneapolis MN 55414, United States DESCRIPTION: Offering clients group/employee benefits and fixed insurance options (with the exception of annuities) outside of the carriers that have selling arrangement with Securian Financial or MN Life Insurance Co. *Individual Registered reps with P&C licenses fill out a separate OBA disclosure specific to that activity. 3. NAME OF OTHER BUSINESS: WITZEL ENTERPRISES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LLC CREATED FOR EXPENSE MANAGEMENT; 4. 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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-12 |
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