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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 | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
1050 Centerville Circle Suite 200, Vadnais Heights, MN 55127 • United States
Wyoming, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneygeeks Financial Network | St Paul | MN | 02/2011 | Present |
| Voya Financial Advisors | St Paul | MN | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: Moneygeeks Financial Network, Inc; Yes; SAME AS REGISTERED LOCATION; DBA; president/owner; 2/14/2011; 200; 200; DBA for insurance and securities 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED LOCATION; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/7/2005; 40; 40; SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: HEIMS LAKE VILLAS NORTH OWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOARD; START DATE: 8/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CHAIR MEETINGS & ANSWER QUESTIONS VOTE ON BUDGET REVIEW VENDOR PROPOSALS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-05-20 |
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