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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 | 2023-08-10 |
| WI | RA | APPROVED | 2023-08-10 |
| FL | RA | APPROVED | 2023-06-23 |
Branch Locations
Fort Meyers, FL • United States
2945 Triverton Pike Dr Ste 200, Madison, WI 53711 • United States
Ballybunion • Ireland
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 05/1987 | 08/2023 |
| Securian Financial Services, Inc. | St Paul | MN | 03/1990 | 08/2023 |
| C.R.I. Securities, Inc. | St Paul | MN | 03/1990 | 10/2021 |
| North Star Consultants, Inc & North Star Brokerage | Madison | WI | 05/1987 | Present |
| Bramson & Assoc | Fort Myers | FL | 06/2004 | Present |
| Pass The Ace, Llc | Madison | WI | 10/2002 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1.BRAMSON & ASSOCIATES LLC POSITION: CONSULTANT NATURE: BUSINESS OWNER INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2004 ADDRESS: , VERONA WI , UNITED STATES DESCRIPTION: CONSULTANT; 2.MEMOIRY JOURNAL POSITION: OWNER NATURE: BUSINESS OWNER INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2012 ADDRESS: , FORT MYERS FL , UNITED STATES DESCRIPTION: OWNER; 3.NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: AGENT/BROKER NATURE: FIXED INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1987 ADDRESS: , MINNEAPOLIS MN , UNITED STATES DESCRIPTION: AGENT/BROKER; 4.PASS THE ACE LLC POSITION: OWNER NATURE: RENTAL PROPERTY INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2002 ADDRESS: , MADISON WI , UNITED STATES DESCRIPTION: OWNER; 5.WESTERN GOLF ASSOCIATION POSITION: DIRECTOR NATURE: VOLUNTEER/COMMUNITY OUTREACH INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2012 ADDRESS: , GOLF IL , UNITED STATES DESCRIPTION: DIRECTOR; 6.BOOK AUTHOR POSITION: OWNER NATURE: AUTHOR INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2004 ADDRESS: 3391 BRANTLEY OAKS DRIVE, FORT MYERS FL 33905, UNITED STATES DESCRIPTION: WRITING, EDITING; 7.REAL LIFE FINANCIAL PLANNING BOOKS, KEEPING THEM CURRENT, AND MAINTAINING A WEBSITE NOTING THIS ACTIVITY.....KEEPING THIS SEPARATE FROM MY FINANCIAL PLANNING ACTIVITIES. 8. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
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