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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
10261 Yellow Circle Dr, Minnetonka, MN 55330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Consultants, Inc | Minneapolis | MN | 11/1980 | Present |
| Minnesota Life Insurance Company | St. Paul | MN | 01/1981 | 08/2023 |
| Securian Financial Services, Inc. | St. Paul | MN | 07/1990 | 08/2023 |
| C.R.I. Securities, Inc. | St. Paul | MN | 07/1990 | 10/2021 |
| Fortune Financial Holdings, Llc | Minnetonka | MN | 05/2000 | Present |
| Self-Employed | Minnetonka | MN | 03/2003 | 12/2019 |
| Cetera Wealth Services, Llc | Minnetonka | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Sunnyside Of Minnetrista, Llc | Minnetrista | MN | 06/2026 | Present |
1) ACCRA CARE INC. POSITION: Employee NATURE: Service Industry INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: , Hopkins MN , United States DESCRIPTION: Employee 2) FORTUNE FINANCIAL HOLDINGS LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2000 ADDRESS: , Minnetonka MN , United States DESCRIPTION: Owner 3) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 4) FORTUNE FINANCIAL LLC POSITION: Partner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1997 ADDRESS: 10261 Yellow Circle Drive, Minnetonka MN 55343, United States DESCRIPTION: Partner / DBA Employs support staff and allows for cost sharing among partners 5) NAME OF OTHER BUSINESS: ALTMAN FINANCIAL, INC. INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR EXPENSE MANAGEMENT; 6) NAME OF OTHER BUSINESS: SUNNYSIDE OF MINNETRISTA, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: SINGLE FAMILY HOME; START DATE: 6/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY TO DAY OPERATIONS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-12-08 |
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