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Erik A
CFP®, Series 63
Minneapolis, MN
Cetera
Erik Andrews is a CFP®-designated financial advisor with 22 years of industry experience. He is currently affiliated with Cetera and has held roles at Minnesota Life Insurance Company, Securian Financial Services, and C.R.I. Securities. Outside of advisory work, Andrews serves as treasurer for his daughter's hockey team. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to both affiliated and third-party investment strategies.
Wesley S
Series 66
Minneapolis, MN
Cetera
Wesley Sharp is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at Cetera since 2023 and previously spent ten years with Securian Financial Services and Minnesota Life Insurance Company. In addition to his advisory roles, Sharp has worked as an independent author and maintains business activities in financial services through his firms North Star Resource Group and WS Consulting LLC. 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 multi-manager platform that supports both discretionary and non-discretionary strategies across various program structures.
Logan R
Series 66
Minneapolis, MN
Cetera
Logan Rowe is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including welding and automotive sectors. Outside of advising, he is involved as a financial advisor for North Star Resource Group and has experience in fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, 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 managers, overseeing more than $256 billion in assets.
Jeff L
CFP®, CFA®, Series 63, Series 65
Minneapolis, MN
Cetera
Jeff Landt is a financial advisor with Cetera based in Minneapolis, MN, holding CFP® and CFA® designations and over 30 years of industry experience. Prior to joining Cetera, he worked for North Star Consultants, Securian Financial Services, Minnesota Life, and CRI Securities. Outside of his advisory roles, he serves on advisory boards for a private K-8 Christian school and a lake management district, and he is a co-owner of a software company that develops tools for financial advisors. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.
Jenna S
CFP®, Series 66
Minneapolis, MN
Cetera
Jenna Siverson is a financial advisor with Cetera, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. She has worked at Cetera since 2023 and previously held roles at Minnesota Life Insurance Company, Securian Financial Services, and CRI Securities. Siverson is also involved with North Star Consultants, where she serves as an agent and broker specializing in fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, allowing advisors to use affiliated and third-party models or create customized strategies across multiple program structures.
Maxwell G
Series 66
Minneapolis, MN
Cetera
Maxwell Gifford is a financial professional with three years of industry experience currently affiliated with Cetera. He holds the Series 66 designation and has worked at firms including Securian Financial Services, Minnesota Life Insurance Co, and Northstar Resource Group. Outside of his advisory role, he operates a financial services business under the name Gifford Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, featuring over $256 billion in assets under management and more than 10,000 advisors.
Sena Elias K
Series 63, Series 66
Minneapolis, MN
Cetera
Sena Elias Kebede is a financial professional with Cetera and holds Series 63 and Series 66 credentials. She has three years of industry experience, including roles at Cetera Wealth Services, North Star Resource Group, and Securian Financial Services. Outside of her advisory work, she holds a Notary Public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and features a multi-manager platform with access to third-party managers and various program options.
Christopher F
Series 66
Minneapolis, MN
Cetera
Christopher Finden is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Thrivent Financial, Purshe Kaplan Sterling Investments, and Landmark Wealth Management Group. He is also involved with North Star Resource Group as a fixed insurance agent. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Matthew S
CFP®, Series 66
Minneapolis, MN
Cetera
Matthew Strot is a CFP® with five years of industry experience, currently affiliated with Cetera in Minneapolis, MN. His background includes roles at North Star Resource Group and Minnesota Life Insurance Co. He also serves as secretary for a homeowner’s association. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.
Mark K
Series 63, Series 65
Minneapolis, MN
Cetera
Mark Knudson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securian Financial Services and CRI Securities. In addition to his role at Cetera, he is involved as a financial professional with North Star Resource Group. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving a diverse client base, offering a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.
Austin R
Series 66
Minneapolis, MN
Cetera
Austin Rothstein is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms including North Star Resource Group and Minnesota Life Insurance Co. Outside of advisory roles, he participates in a local business networking group. Cetera Investment Advisers LLC serves a wide range of clients, 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 provides flexible investment program options including model portfolios, third-party managers, and bespoke strategies.
Jane L
Series 63, Series 65
Minneapolis, MN
Cetera
Jane Lalonde Shea is a financial advisor with Cetera based in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Her career includes long-term roles at Securian Financial Services, Minnesota Life, and C.R.I. Securities, and she currently leads Lalonde Wealth Advisor Group. Shea serves as a trustee on the Board of Trustees and Finance and Investment Council for the Academy of Holy Angels. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a broad range of program structures and investment strategies with over 10,000 advisors managing more than $256 billion in assets.
Mary M
Series 66
Minneapolis, MN
Cetera
Mary Meyers is a Series 66 licensed financial advisor with nine years of industry experience. She currently works at Cetera and has held prior roles at Securian Financial Services Inc., CRI Securities LLC, and North Star Financial. She serves as a volunteer committee member on the board of The Marfran Foundation, which focuses on medical research and awareness. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.
Amanda C
Series 66
Minneapolis, MN
Cetera
Amanda Charles is a financial professional at Cetera with three years of industry experience. She holds a Series 66 designation and has previously worked at Securian Financial Services and U.S. Bank. Outside of her advisory role, she is involved as a Sponsorship Director for Women Entrepreneurs of Minnesota, managing sponsor relationships and outreach. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.
Brooks B
Series 66
Minneapolis, MN
Cetera
Brooks Butalla is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked in financial services roles since 2023, including founding North Star Resource Group, where he focuses on life insurance, securities, and business planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.
David V
CFP®, Series 63, Series 65
Minneapolis, MN
Cetera
David Vasos is a CFP® certificant with 43 years of industry experience, currently with Cetera since 2023. His prior career includes long tenures at Securian Financial Services and Minnesota Life Insurance Company. He is an officer of North Star Consultants and serves on the board of the North Star Scott Richards Charitable Foundation. 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.
David J
Series 63
Minneapolis, MN
Cetera
David Johnson is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and previously worked for Securian Financial Services and Minnesota Life Insurance Company for 30 years each. Johnson is also the owner of Augustine & Johnson, a separate business activity. Cetera Investment Advisers LLC is an SEC-registered firm that 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 nationwide network of independent advisors, utilizing multiple program structures and manager options.
Christopher K
CFA®, Series 63, Series 66
Minneapolis, MN
Cetera
Christopher Koppelman is a CFA® charterholder with 25 years of industry experience. He is currently affiliated with Cetera and has held prior roles with firms including North Star Resource Group, Minnesota Life Insurance Co, and RBC Capital Markets. Koppelman also serves as a fixed insurance agent with North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors 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 discretionary and non-discretionary program options.
Anthony H
Series 63, Series 65
Minneapolis, MN
Cetera
Anthony Hill is a financial advisor with Cetera based in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His background includes roles at U.S. Bancorp Investments, Packerland Brokerage Services, and multiple tenures with Cetera. In addition to his advisory work, he is an independent realtor with Weichert, Realtors. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and planning services, employing multi-manager platforms and a variety of program structures with discretionary and non-discretionary authorities.
Steven V
Series 63, Series 65
Minneapolis, MN
Cetera
Steven Vacinek is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has held roles at multiple firms including Thrivent Financial, Securian Financial Services, and North Star Resource Group. Outside of his advisory role, Vacinek serves as Vice President of the Land O Lakes Hunting & Retriever Club, a nonprofit organization focused on hunting dog activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, ERISA retirement services, and access to multiple program platforms, supporting both discretionary and non-discretionary strategies.
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