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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 | 2024-01-02 |
| MN | RA | APPROVED | 2023-08-10 |
Branch Locations
1407 33Rd St S, St Cloud, MN 56301 • United States
1532 West St Germain St, St Cloud, MN 56301 • United States
Saint Cloud, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | St. Cloud | MN | 01/2022 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 01/2022 | 08/2023 |
| Jacobs Financial | St. Cloud | MN | 01/2022 | Present |
| Isd 742 - Saint Cloud Area School District | Waite Park | MN | 07/2008 | 06/2022 |
| St. John's University | Collegeville | MN | 01/2009 | 12/2020 |
| Cetera Wealth Services, Llc | St Cloud | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| North Star Resource Group | St Cloud | MN | 08/2023 | Present |
1) 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: 01/01/2022 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 2) JACOBS FINANCIAL POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2022 ADDRESS: 1407 33rd St S, Saint Cloud MN 56301, United States DESCRIPTION: Doing business as name only - no change to business or operations 3) NAME OF OTHER BUSINESS: SARTELL CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: PO BOX 82 SARTELL, MN 56377; NATURE OF BUSINESS: NON PROFIT; START DATE: 12/1/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZE AND OPERATE EVENTS AND MEETINGS; 4) NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, 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 | 2022-05-04 |
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