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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-15 |
Branch Locations
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
6542 Regency Lane Suite 212, Eden Prairie, MN 55344 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Advisory Network | Bloomington | MN | 02/1989 | Present |
| Great Lakes Advisory Network | Minneapolis | MN | 03/1989 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 06/2019 |
| Bruce A. Bouta Attorney And Consultant | Eden Prairie | MN | 10/1986 | Present |
| Ifs Securities (Crd# 40375) | Atlanta | GA | 06/2019 | 08/2019 |
| Cabot Lodge Securities | Eden Prarie | MN | 09/2019 | Present |
| Sb Advisory. Llc | Atlanta | GA | 06/2019 | Present |
1.Bruce A. Bouta, attorney and Consultant, not investment related, Eden Prairie, MN, S-Corp., Owner/Attorney; 10/1986, 10 hours per month, 2 hours per week during trading hours, business continuation planning, estate planning, probate and drafting related documents. 2.Brokers Choice, investment related, Eden Prairie, MN, C-Corp owned 100% by S-Corp., Owner, 12/1999, 40 hours per month, 6 hours per week during trading hours, from 199-2016 Brokers Choice operated as a brokerage general agency for fixed insurance products, since 2017 I no longer deal with independent insurance brokers and only use this entity for personal sales of fixed life insurance, disability, long term care and annuity business, as a independent producer with several insurance carriers. 3.Great Lake Pension Consultants, DBA of an S-Corp., investment related, Eden Prairie, MN, President, 2/1988, 30 hours per month, 3 hours per week during trading hours, advise retirement plan sponsors on compliance matters, investment screening and selection and overall plan design. 4. SB Advisory, LLC, formerly known as IFS Advisory, LLC, Investment Related, Atlanta, GA, IAR, 6/2019, 60 hours per month, 50 hours during trading hours, review and monitor accounts, maintain regular ongoing contact with clients, review and update suitability profile as appropriate, recommend changes in account positions and allocations as appropriate.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-04-24 |
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