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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-10
WI RA APPROVED 2023-08-10
  • TX RA
    APPROVED
    Since 2023-08-10
  • WI RA
    APPROVED
    Since 2023-08-10

Branch Locations

2945 Triverton Pike Dr Ste 200, Madison, WI 53711 • United States

Mcfarland, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2006 → 05/2021
    North Star Consultants, Inc
    Madison, WI
  • 10/2014 → 05/2021
    Securian Financial Services, Inc
    St Paul, MN
  • 10/2014 → 05/2021
    Cri Securities, Llc
    St Paul, MN
  • 05/2021 → 10/2021
    Cri Securities, Llc
    Saint Paul, MN
  • 05/2021 → 08/2023
    Securian Financial Services
    Saint Paul, MN
  • 05/2021 → 08/2023
    Minnesota Life Insurance Company
    Saint Paul, MN
  • 05/2021 → Present
    North Star Consultants, Inc
    Madison, WI
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Madison, WI
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-01-14 → 2023-08-10
    Securian Financial Services, Inc.
    Madison, WI
    St. Paul, MN
  • 2021-01-14 → 2021-10-20
    Cri Securities, Llc
    Madison, WI
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-04
S63 Uniform Securities Agent State Law Examination 2015-01-12
  • S66 Uniform Combined State Law Examination
    2020-12-04
  • S63 Uniform Securities Agent State Law Examination
    2015-01-12
Other Names
  • Elizabeth Jean Leusink

View on SEC IAPD

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