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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 | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
15138 Yellow Pine Street Nw, Andover, MN 55304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Andover | MN | 04/2017 | 05/2020 |
| (Dba) Conneran Financial | Andover | MN | 04/2017 | Present |
| Concourse Financial Group Securities Inc | Andover | MN | 05/2020 | 02/2025 |
| Self-Employed | Andover | MN | 01/2020 | Present |
| Unemployed | Andover | MN | 01/2019 | 01/2020 |
| Transworld Systems, Inc. | Lake Forest | IL | 08/2016 | 01/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
(dba) CONNNERAN FINANCIAL; Investment Related; 15138 Yellow Pin Street NW, Andover, MN 55304; Financial Services; 1) Administrative; Start Date 04/2017; 2) Financial Professional; Start Date 01/2022; 160 hours per month with most 160 hours per month occurring during trading hours; Assist with client meetings; Sales/Service. >> CIRTEC MEDICAL; Non-Investment Related; 9200 Xylon Avenue N, Brooklyn Park, MN 55445; Other; Strategic Sourcing Manager; Start Date 08/2020; 160 hours per month with all 160 hours occurring during trading hours; Vendor Manageent and contract negotiations. >> STRATEGIC SOURCING; Non-Investment Related; 9200 Xylon Avenue North, Brooklyn Park, MN 55445; Other; Strategic Sourcing Manager; Start Date 08/2020; 200 hours per month with some hours per month occurring during trading hours; I manage the indirect spending for the company. >> PRODUCERS FINANCIAL GROUP; Investment Related; 818 Main Avenue, Suite 1, Fargo, ND 58103; Insurance; Producer; Start Date 01/2024; No hours per month; Insurance product sales and services. >> INSURANCE; Investment Related; 888 S Harrison Street, Ste 900, Fort Wayne, IN 46802; Insurance; Independent Producer; Start Date 01/2024; No hours per month; Insurance product sales and services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-19 |
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