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Betty Jean Albitz

Contego Capital Group, Inc.

Edina, MN

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Current Employers
Contego Capital Group, Inc.

200 Southdale Center, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-18
  • MN RA
    APPROVED
    Since 2026-01-18

Branch Locations

200 Southdale Center, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Inc Edina MN 05/1985 03/2022
Betty Albitz Edina MN 01/1998 Present
National Planning Corporation El Segundo CA 04/2016 11/2017
Lpl Financial Llc Bloomington MN 11/2017 01/2026
Contego Capital Group, Inc. Edina MN 01/2026 Present
  • 05/1985 → 03/2022
    Integrated Inc
    Edina, MN
  • 01/1998 → Present
    Betty Albitz
    Edina, MN
  • 04/2016 → 11/2017
    National Planning Corporation
    El Segundo, CA
  • 11/2017 → 01/2026
    Bloomington, MN
  • 01/2026 → Present
    Edina, MN
Previous Registrations
  • 2017-11-29 → 2026-01-20
    Eden Prairie, MN
    Bloomington, MN
  • 2016-04-20 → 2017-12-01
    National Planning Corporation
    Edina, MN
    Los Angeles, CA
  • 2002-04-05 → 2016-04-22
    Edina, MN
    Edina, MN
Other Businesses

1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Fixed Insurance (Fixed Annuities, Health, Disability, Long Term Care, & Life) - start date 2000 - 2 hours per month during securities trading. 2. 02/28/2022 - Betty J. Albitz, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/24/2017 - 150 Hours Per Month/65 Hours During Securities Trading. 3. 05/13/2022 - Betty Albitz Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 07/02/2018 - 16 Hours Per Month/16 Hours During Securities Trading - Medicare solicitation and enrollment and other Insurance Products. 4. 03/12/2024 - BJAlbitz Tax Services - Inv Related - Edina, MN - Tax Prep/Accounting/CPA - President/Owner - Started: 2/22/2024 - 15 Hrs/Mo; 1 Hr During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-30
S63 Uniform Securities Agent State Law Examination 1985-05-01
  • S65 Uniform Investment Adviser Law Examination
    1996-07-30
  • S63 Uniform Securities Agent State Law Examination
    1985-05-01
Designations
Other Names
  • Betty Jean Wellens

View on SEC IAPD

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