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Natalie B
Series 66
Minneapolis, MN
Cetera
Natalie Brownfield is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. She has held roles at Jacobs Financial, Mystic Lake Casino Hotel, and Cetera Wealth Services, LLC. Outside of financial advising, she has worked at Pasta Amore and is affiliated with Concordia University - St. Paul. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform that supports various investment strategies and program structures.
Robert D
Series 66
Minneapolis, MN
Cetera
Robert Dustin IV is a Series 66-licensed advisor with Cetera Wealth Services, LLC in Minneapolis, MN, having started his financial services career in 2026. Prior to joining Cetera, he held positions at Northwestern Mutual and has experience in various other industries including retail and painting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad spectrum of clients, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and significant assets under management.
Bailey B
Series 66
Minneapolis, MN
Cetera
Bailey Berg is a financial advisor with Cetera in Minneapolis, MN. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Bailey worked in various positions including at North Star Resource Group, where he also serves as a Financial Planning Administrative Coordinator providing guidance and support for advisors. Bailey's background includes experience in hospitality and retail. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program options and custodial relationships.
Robert E
CFP®, Series 63, Series 65, Series 66
Minneapolis, MN
Cetera
Robert Evans Jr. is a CFP®-designated financial advisor with 23 years of industry experience, currently associated with Cetera in Minneapolis, MN. His prior experience includes roles at Minnesota Life Insurance Company, Securian Financial Services Inc, and Transamerica Investors Securities Corporation. He serves on the St. Anthony Athletics and Activities Advisory Committee as a parent representative. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.
Brad N
CFP®, Series 63
Minneapolis, MN
Cetera
Brad North is a CFP® professional with 28 years of experience in the financial services industry. He is affiliated with Cetera and has held roles at multiple firms, including Ascend Financial Services, Securian Financial Services, and North Star Resource Group. In addition to his advisory work, he operates Advicelink LLC, a financial services business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base that includes 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 with discretionary and non-discretionary options.
Scott A
CFP®, Series 63, Series 65
Minneapolis, MN
Cetera
Scott Augustine is a CFP®-designated financial advisor with 25 years of industry experience, currently working with Cetera in Minneapolis, MN. He has professional affiliations with several firms including North Star Consultants and Minnesota Life, and he owns Augustine Consulting, Inc. Outside of advising, he teaches a high school economics class at Aquinas Twin Cities and serves as a finance technician for the Civil Air Patrol, the U.S. Air Force Auxiliary. He is affiliated with Cetera Investment Advisers LLC, a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform featuring a range of program options and extensive custodial relationships.
Joseph B
CFP®, ChFC®, Series 63, Series 65
Minneapolis, MN
Cetera
Joseph Burgess is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked at Minnesota Life Insurance Company, Securian Financial Services, and Hays Companies. Burgess serves as president of Premier Resource Group and is owner of Moxie Holdings Inc, both financial services ventures. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary programs.
Helen B
CFP®, Series 66
Minneapolis, MN
Cetera
Helen Bost is a CFP®-certified financial advisor with 13 years of industry experience, currently with Cetera Investment Advisers. She previously worked at Bank of America and Merrill. Outside of her advisory role, she serves on the board of Learn To Live Global, a nonprofit focused on healthcare, clean water, and health education. Cetera Investment Advisers is a nationwide SEC-registered firm serving 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.
Timothy M
CFA®, Series 63
Minneapolis, MN
Cetera
Timothy Meyer is a CFA® charterholder with 23 years of experience in the financial services industry. He currently works with Cetera and also serves as a financial professional at North Star Resource Group. Previously, he held roles at Securian Financial Services, Allianz Life, and CRI Securities. Outside of his advisory work, he was involved in the Bishops Cuts and Color franchise for five years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes both affiliated and third-party managers.
Bert N
Series 66
Minneapolis, MN
Cetera
Bert Nijssen is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera and its related entities, as well as experience with AT&T and as an independent contractor. Outside of his financial advisory work, he coaches youth soccer for the Maplebrook Soccer Association. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary options.
Ann W
CFP®, Series 63
Minneapolis, MN
Cetera
Ann Wengronowitz is a CFP® with 44 years of industry experience, currently affiliated with Cetera since 2023. She has held positions at Securian Financial Services, CRI Securities LLC, and Minnesota Life Insurance Company, among others. Wengronowitz is involved in community activities, including serving as a fundraising committee member for the Minnetonka Rotary Foundation and past president of Premier Resource Group, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.
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