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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-20
TX RA APPROVED 2026-01-20
  • MN RA
    APPROVED
    Since 2026-01-20
  • TX RA
    APPROVED
    Since 2026-01-20

Branch Locations

15138 Yellow Pine Street Nw, Andover, MN 55304 • 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
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
  • 04/2017 → 05/2020
    Proequities, Inc
    Andover, MN
  • 04/2017 → Present
    (Dba) Conneran Financial
    Andover, MN
  • 05/2020 → 02/2025
    Concourse Financial Group Securities Inc
    Andover, MN
  • 01/2020 → Present
    Self-Employed
    Andover, MN
  • 01/2019 → 01/2020
    Unemployed
    Andover, MN
  • 08/2016 → 01/2019
    Transworld Systems, Inc.
    Lake Forest, IL
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2026 → Present
    Schaumburg, IL
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-10
S63 Uniform Securities Agent State Law Examination 2020-12-19
  • S65 Uniform Investment Adviser Law Examination
    2026-01-10
  • S63 Uniform Securities Agent State Law Examination
    2020-12-19
Other Names
  • Jennifer Conneran

View on SEC IAPD

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