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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 2024-01-02
  • MN RA
    APPROVED
    Since 2024-01-02

Branch Locations

175 E Bridge St, Redwood Falls, MN 56283 • United States

30 East Minnesota Avenue, Glenwood, MN 56334 • United States

1309 Hwy 29 S, Suite 101, Alexandria, MN 56308 • United States

212 W James St, Paynesville, MN 56362 • United States

223 Main St, Melrose, MN 56352 • United States

710 Csah 75 S, St. Joseph, MN 56374 • United States

1604 1St Street South Suite 230, Willmar, MN 56201 • 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
Anfinson Gilbertson Wealth Management, Inc. Willmar MN 05/2023 11/2024
Heritage Bank Na Willmar MN 10/2018 05/2023
Jimmy Johns Willmar MN 10/2018 10/2018
Kelly Services Bloomington MN 08/2018 09/2018
Bell Bank Mortgage Golden Valley MN 08/2016 08/2018
Cetera Advisor Networks Llc El Segundo CA 05/2023 08/2023
Cetera Wealth Services, Llc El Segundo CA 08/2023 Present
Cetera Investment Advisers Schaumburg IL 01/2024 Present
Anfinson Thompson Financial Services Willmar MN 10/2024 Present
  • 05/2023 → 11/2024
    Anfinson Gilbertson Wealth Management, Inc.
    Willmar, MN
  • 10/2018 → 05/2023
    Heritage Bank Na
    Willmar, MN
  • 10/2018 → 10/2018
    Jimmy Johns
    Willmar, MN
  • 08/2018 → 09/2018
    Kelly Services
    Bloomington, MN
  • 08/2016 → 08/2018
    Bell Bank Mortgage
    Golden Valley, MN
  • 05/2023 → 08/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2024 → Present
    Cetera Investment Advisers
    Schaumburg, IL
  • 10/2024 → Present
    Anfinson Thompson Financial Services
    Willmar, MN
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: ANFINSON THOMPSON FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-01
  • S66 Uniform Combined State Law Examination
    2023-11-01

View on SEC IAPD

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