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Andrew R
Series 63
Minneapolis, MN
Cetera
Andrew Rolnick is a financial advisor with Cetera in Minneapolis, MN, holding a Series 63 designation and over 30 years of industry experience. He has worked at Cetera since 2023 and has longstanding ties with North Star Consultants, Inc. and North Star Brokerage, Inc., where he has been involved for more than three decades. His outside business activities include serving as an agent/broker for fixed insurance sales and working with North Star Resource Group in financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with more than $256 billion in assets under management.
Carrie H
ChFC®, Series 66
Minneapolis, MN
Cetera
Carrie Hancock is a financial professional with 21 years of industry experience. She holds the ChFC® and Series 66 designations and is currently associated with Cetera and North Star Resource Group. Her prior experience includes 18 years at Securian Financial Services, Inc. Hancock also engages in financial services through North Star Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform.
Erica C
Series 66
Minneapolis, MN
Cetera
Erica Cochran is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at North Star Resource Group and Huntington Surrey, along with a four-year tenure at St. Edward's University. She also serves as a Practice Coordinator at Confidere Financial, supporting advisors with securities and planning work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment options and program structures.
Rebecca B
Series 66
Minneapolis, MN
Cetera
Rebecca Benvie is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously worked with North Star Resource Group and Cetera Advisor Networks LLC. Outside of her advisory duties, she serves as Practice Coordinator at North Star Resource Group, supporting securities, insurance, and advisory business operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.
Thomas K
Series 63, Series 66
Minneapolis, MN
Cetera
Thomas Kuykendall is a financial professional with 28 years of industry experience. He is currently with Cetera and holds Series 63 and Series 66 designations. His prior experience includes roles at North Star Resource Group, Minnesota Life Insurance Co, Securian Financial Services Inc, and Thrivent Investment Management. Outside of his advisory work, he is involved in youth sports coaching and serves on several local nonprofit boards related to athletics and community planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.
Paige E
Series 66
Minneapolis, MN
Cetera
Paige Eddleman is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she held positions at several firms including North Star Resource Group and Moxie Wealth Management. Outside of advising, she has experience coordinating practice operations at both Moxie Wealth Management and North Star Resource Group. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Jared L
Series 63, Series 66
Minneapolis, MN
Cetera
Jared Lewis is a financial professional at Cetera with three years of industry experience. He previously worked at Foundry Partners for seven years and currently provides support for team members at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.
Diane Y
Series 63
Minneapolis, MN
Cetera
Diane Yohn is a financial advisor at Cetera with 32 years of industry experience. She holds the Series 63 designation and has worked extensively at Securian Financial Services, Inc. and C.R.I. Securities, Inc. In addition to her advisory role, she serves as an election judge in Bloomington, MN. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to affiliated and third-party managers.
Shannon M
Series 66
Minneapolis, MN
Cetera
Shannon Mcginty is a financial professional with 18 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Securian Financial Services Inc. Since 2023, Mcginty has also been involved with North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and retirement services through a multi-manager platform and supports a network of over 10,000 advisors.
Michael R
CFP®, Series 63, Series 66
Minneapolis, MN
Cetera
Michael Rutter is a CFP® with 19 years of industry experience currently with Cetera. He has held roles at firms including Securian Financial Services, Minnesota Life Insurance, and CRI Securities. In addition to his advisory work, he is a partner in Prospect Holdings LLC, which manages Anytime Fitness franchises, and is involved in ownership and financial management activities for that business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Erik S
CFP®, Series 63
Minneapolis, MN
Cetera
Erik Siverson is a CFP® professional with 21 years of experience in the financial services industry. He currently works with Cetera and its affiliated entities, having previously held roles at Securian Financial Services, Inc. and CRI Securities, LLC. Siverson also serves as an elected board member for the Rapp Farm Homeowners Association in North Oaks, MN. Cetera Investment Advisers LLC operates as a large, nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.
Sean M
CFP®, Series 63, Series 66
Minneapolis, MN
Cetera
Sean Mc Teague is a financial advisor with Cetera, holding the CFP® designation and over 26 years of industry experience. He has worked extensively with Securian Financial Services and Minnesota Life Insurance Company, among other firms. In addition to his advisory role, he is involved with North Star Resource Group, providing financial services and fixed insurance options. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement various investment strategies under discretionary and non-discretionary authorities.
Thomas S
Series 66
Minneapolis, MN
Cetera
Thomas Salamzadeh is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at North Star Resource Group and in tech sales roles. Outside of advisory work, he is also licensed as an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.
Adam A
Series 66
Minneapolis, MN
Cetera
Adam Amys is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has held roles at firms including North Star Resource Group and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales and payroll operations for businesses outside the investment sector. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various program options and investment authorities.
Joseph F
ChFC®, Series 63
Minneapolis, MN
Cetera
Joseph Fox is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has held positions at firms including Tradition Mortgage, North Star Consultants, CRI Securities, and Securian Financial Services. Outside of his advisory work, Fox serves as a director of a local pool and yacht club, is on the advisory board of the Scott Richards North Star Charitable Foundation, and is an elected board member of Risen Christ Catholic School. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.
Chase B
Series 66
Minneapolis, MN
Cetera
Chase Brakke is a financial advisor with Cetera, holding a Series 66 designation and bringing 17 years of industry experience. He has worked with Cetera since 2023 and has prior experience at Securian Financial Services and CRI Securities. Outside of advisory duties, he serves on the boards of BestPrep, supporting financial literacy and career development in Minnesota schools, and One Protection, which provides technology solutions for disability insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement portfolios from affiliated and unaffiliated managers, with a variety of program structures and investment options under discretionary and non-discretionary authorities.
Teddi J
Series 66
Minneapolis, MN
Cetera
Teddi Jacques is a financial professional with nine years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of her primary role, she is involved as an employee with Augustine & Johnson. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with access to both affiliated and third-party investment strategies.
Ann K
Series 63
Minneapolis, MN
Cetera
Ann Korn is a financial advisor with Cetera, holding a Series 63 license and bringing 42 years of industry experience. Her career includes long tenures at firms such as Securian Financial Services and C.R.I. Securities, as well as roles at North Star Tax, LLC and North Star/OT, LLC. In addition to advisory work, she is involved in individual income tax preparation through North Star Tax, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and multiple program structures.
Pearson H
Series 66
Minneapolis, MN
Cetera
Pearson Harper is a financial advisor with Cetera, holding a Series 66 designation and beginning their advisory career in 2026. Prior to entering the financial industry, Harper’s background includes several years of full-time education and diverse work experience in nonprofit and service sectors. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.
Erik A
CFP®, Series 63
Minneapolis, MN
Cetera
Erik Andrews is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Cetera and its affiliated entities, having joined in 2023, and has held prior roles at Minnesota Life Insurance Company, Securian Financial Services, and C.R.I. Securities. Outside of his advisory work, he serves as a volunteer treasurer for his daughter’s hockey team and acts as an agent/broker with North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.
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