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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 2024-01-02
MN RA APPROVED 2023-08-10
  • TX RA
    APPROVED
    Since 2024-01-02
  • MN RA
    APPROVED
    Since 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

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
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
  • 01/2022 → 08/2023
    Securian Financial Services
    St. Cloud, MN
  • 01/2022 → 08/2023
    Minnesota Life Insurance Company
    Saint Paul, MN
  • 01/2022 → Present
    Jacobs Financial
    St. Cloud, MN
  • 07/2008 → 06/2022
    Isd 742 - Saint Cloud Area School District
    Waite Park, MN
  • 01/2009 → 12/2020
    St. John's University
    Collegeville, MN
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    St Cloud, MN
  • 08/2023 → Present
    Schaumburg, IL
  • 08/2023 → Present
    North Star Resource Group
    St Cloud, MN
Previous Registrations
  • 2022-06-08 → 2023-08-10
    Securian Financial Services, Inc.
    Saint Cloud, MN
    St Cloud, MN
    St. Paul, MN
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-04
  • S66 Uniform Combined State Law Examination
    2022-05-04

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