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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 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sherman Insurance Group, Llc | Eden Prairie | MN | 02/2013 | 06/2017 |
| Allstate Insurance Co | Eden Prairie | MN | 02/2013 | 06/2017 |
| Advisornet Insurance | Minneapolis | MN | 06/2021 | Present |
| Securian Financial | St. Paul | MN | 06/2017 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2021 | Present |
| Door Dash | Plymouth | MN | 08/2020 | 07/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: CONCIERGE SERVICES MANAGER START DATE: 4/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: WORKING WITH ADVISORS TO ASSIST IN PLACING LIFE AND PROTECTION BASED INSURANCE PRODUCTS. LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: ADVISORNET INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS BUSINESS ADDRESS NATURE OF BUSINESS: INSURANCE SALES START DATE: 6/2021 POSITION/TITLE/RELATIONSHIP: CONCIERGE SERVICES MANAGER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: WORKING WITH BROKERS AND ADVISORS TO ASSIST THEM WITH PLACING RISK MANAGEMENT PRODUCTS. LIFE INSURANCE, DISABILITY INCOME, LONG-TERM CARE INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-27 |
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