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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_RES | 2016-11-28 |
| MO | RA | APPROVED | 1997-11-19 |
Branch Locations
2785 Tucker Road, Poplar Bluff, MO 63901 • United States
3660 S. Geyer Road Suite 200, St. Louis, MO 63127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/1996 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/1996 | Present |
| Msmf Wealth Management | St. Louis | MO | 04/1995 | Present |
| Mengel Farms | Eureka | MO | 01/2010 | 02/2023 |
| Life Bridge Insurance Solutions | St. Louis | MO | 11/2017 | Present |
| Ct Management, Llc | St Louis | MO | 11/2024 | Present |
| Ct General Partner, Inc | St Louis | MO | 11/2024 | Present |
1)MSMF WEALTH MANAGEMENT, DBA NAME FOR INVESTMENT PRACTICE THROUGH CETERA; INV. RELATED; SAME AS REGISTERED LOCATION; PERSONAL BRAND FOR WEALTH MANAGMENT BUSINESS; PARTNER; SINCE 01/2019; 120 HRS/MONTH DURING SECURITIES TRADING HOURS: 2) SONUS BY MSMF; NON-INV. RELATED; ST. LOUIS, MO; EMPLOYEE BENEFIT SALES; PARTNER; SINCE 1990; 120 HRS/MONTH DURING SECURITIES TRADING HOURS: 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE 4) NAME OF OTHER BUSINESS: LIFE BRIDGE INSURANCE SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION START DATE: 11/2017; NATURE OF BUSINESS: INSURANCE BROKERAGE AGENCY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: PARTNER BRIEF DESCRIPTION OF DUTIES: ASSITANCE WITH CARRIER SELECTION, PRODUCT DESIGNS, UNDERWRITTEN ADVOCACY AND ADVICE 5) NAME OF OTHER BUSINESS: MESSIAH LUTHERAN CHURCH & SCHOOL ; INVESTMENT RELATED: NO ; ADDRESS: 5911 MO-94 ST. CHARLES, MO 63304 ; NATURE OF BUSINESS: BOARD; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: LAY MINISTRY WORKER ; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: DEVELOP, MONITOR AND ENFORCE POLICY OF THE CHURCH ; 6) NAME OF OTHER BUSINESS: CT MANAGEMENT, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: MEMBER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LLC ESTABLISHED FOR PAYROLL ONLY FOR MSMF WEALTH MANAGEMENT EMPLOYEES; 7) NAME OF OTHER BUSINESS: CT GENERAL PARTNER, INC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: MEMBER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: S CORP FOR OWNER PAYROLL AND 401(K);
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-15 |
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