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Zachary L

Series 66

Minneapolis, MN

Cetera

Zachary Landt is a financial professional with Cetera who holds a Series 66 designation and has five years of industry experience. His background includes roles at Minnesota Life Insurance, Securian Financial Services, and North Star Resource Group. He is also involved in fixed insurance sales through North Star Fixed Insurance. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform supported by a nationwide network of advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Natalie B

Series 66

Minneapolis, MN

Cetera

Natalie Brownfield is a Series 66-licensed financial advisor with Cetera in Minneapolis, MN, beginning her career in the industry in 2026. Prior to entering financial advising, she held positions at Mystic Lake Casino Hotel and Concordia University–St. Paul. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brad N

CFP®, Series 63

Minneapolis, MN

Cetera

Brad North is a financial advisor with Cetera in Minneapolis, MN, holding the CFP® and Series 63 credentials and bringing 27 years of industry experience. He has worked with several firms, including Ascend Financial Services, Securian Financial Services, and North Star Resource Group. North is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Scott A

CFP®, Series 63, Series 65

Minneapolis, MN

Cetera

Scott Augustine is a CFP®-designated financial advisor with 24 years of industry experience. He is currently affiliated with Cetera and has held roles at North Star Consultants and Minnesota Life. Outside of advising, he teaches a high school economics class and serves as a finance technician with the Civil Air Patrol. Cetera Investment Advisers LLC is a nationwide SEC-registered firm 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 with discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ann W

CFP®, Series 63

Minneapolis, MN

Cetera

Ann Wengronowitz is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. Her prior experience includes long tenures at Securian Financial Services, Inc. and CRI Securities LLC, as well as involvement with North Star Consultants and Minnesota Life Insurance Company. Outside of her advisory role, she serves on the fundraising committee of the Minnetonka Rotary Foundation and has held leadership positions on nonprofit boards. Cetera Investment Advisers LLC provides investment advisory services through a large national network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and an expansive suite of affiliated product partners.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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