David Vasos is a CFP-designated registered investment advisor, based in Minneapolis, MN, with 43 years of industry experience.
Location
2701 University Ave Se, Minneapolis, MN, 55414
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an officer at North Star Consultants & North Star Brokerage, a board member at North Star Scott Richards Charitable Foundation, and the owner of North Star Resource Group Insurance Brokerage Services. He also serves as a director at North Star Tax, LLC and works as a financial professional for North Star Resource Group, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Marathon Advisors, INC
Mmlisi Financial Alliances, LLCBroker
Securian Financial Services, INC.Broker
Consolidated Resources, INC.Broker
Cri Securities, LLCBroker
Consolidated Resources, INC.Broker
Fdi Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.