ES
CFP
ES
CFP

Erik Siverson

20 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Erik Siverson is a CFP-designated registered investment advisor, based in Minneapolis, MN, with 20 years of industry experience.

Location

2701 University Ave Se, Minneapolis, MN, 55414

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Erik is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance since 2014, dedicating about 10-20% of his time. He is also a financial professional for Gifford Financial and an elected board member for Rapp Farm HOA.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
June 2013 - August 2023 · 10 yrs 2 mos
Cri Securities, LLC
November 2007 - October 2021 · 13 yrs 11 mos
Securian Financial Services, INC.
November 2007 - December 2012 · 5 yrs 1 mo
Securian Financial Services, INC.Broker
September 2005 - August 2023 · 17 yrs 11 mos
Cri Securities, LLCBroker
September 2005 - October 2021 · 16 yrs 1 mo
State Registrations21 states
CACOCTFLGAILINMDMIMNNCNDNENMORPASCTXVAVTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Erik Siverson - Financial Advisor | TrueAdvisor