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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 | 2025-09-05 |
Branch Locations
5754 Blackshire Path, Inver Grove Heights, MN 55076 • United States
12924 63Rd Ave N, Maple Grove, MN 55369 • United States
3020 Harbor Lane N, Plymouth, MN 55447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Financial Group | St Paul | MN | 05/2023 | 11/2023 |
| Chase Bank | St Paul | MN | 10/2021 | 03/2022 |
| Ic System | St Paul | MN | 08/2020 | 01/2021 |
| Anderson Windows | Bayport | MN | 05/2019 | 09/2019 |
| Five Below | Stillwater | MN | 06/2017 | 10/2017 |
| Unemployed | St Paul | MN | 03/2015 | 06/2017 |
| Unemployed | St Paul | MN | 10/2017 | 05/2019 |
| Unemployed | St Paul | MN | 09/2019 | 07/2020 |
| Unemployed | St Paul | MN | 02/2021 | 10/2021 |
| Unemployed | St Paul | MN | 03/2022 | 05/2023 |
| Avantax Investment Services Inc. | St Paul | MN | 08/2023 | 09/2025 |
| Avantax Advisory Services | St Paul | MN | 08/2023 | 09/2025 |
| Midwest Financial Group Llc | St Paul | MN | 05/2023 | Present |
| Mfg Financial Advisors | St Paul | MN | 06/2023 | Present |
| Cetera Wealth Services, Llc | Maple Grove | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) MIDWEST FINANCIAL GROUP LLC POSITION: Assistant NATURE: Midwest Financial Group is a small wealth management business that is affiliated with Avantax. The company manages portfolios for clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 05/10/2023 ADDRESS: 332 Minnesota St, Suite W2350, St Paul MN 55101, United States DESCRIPTION: Assist financial advisors with clients, planning, organization, etc. Study for licensing exams. 2) MFG FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: Financial planner. Service clients and help other advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 06/01/2023 ADDRESS: 332 Minnesota Street, St Paul MN 55101, United States DESCRIPTION: Manage clients accounts. Assist other advisors. Market services. 3) MFG TAX ADVISORS POSITION: Preparer NATURE: Tax Return Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/27/2025 ADDRESS: 332 Minnesota St, St Paul MN 55101, United States DESCRIPTION: Compile basic tax returns for individual clients. Collect documents and input data.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-13 |
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