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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 | 2025-01-02 |
Branch Locations
5100 Thimsen Ave Ste 228, Minnetonka, MN 55345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Duluth | MN | 07/2020 | Present |
| Woodhill Country Club | Wayzata | MN | 05/2018 | 08/2018 |
| Rosemount High School | Rosemount | MN | 09/2014 | 05/2018 |
| University Of St. Thomas | St. Paul | MN | 09/2018 | 06/2023 |
| Live Wealth Planners | Minnetonka | MN | 03/2023 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 03/2023 | Present |
| Cetera Investment Advisors Llc | Minnetonka | MN | 08/2024 | Present |
1. SALE OF MEDICARE AND HEALTH INSURANCE THROUGH TRUSTED INSURANCE AGENCEY 2. DIRECT SUPPORT PROFESSIONAL FOR ST. DAVID'S CENTER, SUPPORTING PHYSICALLY AND MENTALLY DISABLED INDIVIDUALS, 4/HRS/WK 3. STAFF SARGEANT AND FIGHTER AVIONICS TECHNICIAN IN US AIR FORCE; WORK ON ELECTRONIC COMPONENTS OF F-16; 4HRS/WK 4. LIVE WEALTH PLANNERS LLC, DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
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