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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
2701 University Ave Se, Minneapolis, MN 55414 • United States
Woodbury, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Resource Group | Minneapolis | MN | 08/1985 | Present |
| Minnesota Life Insurance Company | St. Paul | MN | 08/1985 | 08/2023 |
| Securian Financial Services, Inc. | St. Paul | MN | 01/1992 | 08/2023 |
| C.R.I. Securities, Inc. | St. Paul | MN | 09/1988 | 10/2021 |
| North Star/Ot, Llc | Minneapolis | MN | 01/2002 | 11/2020 |
| Cetera Wealth Services, Llc | Minneapolis | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| North Star Tax, Llc | Minneapolis | MN | 11/2020 | Present |
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: 01/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker NORTH STAR TAX LLC POSITION: Employee NATURE: Accountant/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2020 ADDRESS: 2701 University Avenue SE, Minneapolis MN 55414, United States DESCRIPTION: Tax Preparation. Individual income tax preparation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-10-01 |
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