MP
CFP · ChFC
MP
CFP · ChFC

Michael Paulus

15 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Michael Paulus is a CFP, ChFC-designated registered investment advisor, based in Minneapolis, MN, with 15 years of industry experience.

Location

2701 University Avenue 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

Michael is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance since 2011, dedicating a few hours per week. He also works as a financial professional for North Star Resource Group, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cri Securities, LLCBroker
August 2013 - December 2016 · 3 yrs 4 mos
Cri Securities, LLC
August 2013 - December 2016 · 3 yrs 4 mos
Securian Financial Services, INC.
June 2011 - August 2023 · 12 yrs 2 mos
Cri Securities, LLC
June 2011 - December 2011 · 6 mos
Securian Financial Services, INC.Broker
August 2010 - August 2023 · 13 yrs
Cri Securities, LLCBroker
August 2010 - December 2012 · 2 yrs 4 mos
State Registrations33 states
AZCACOCTDCDEFLHIILLAMAMDMIMNMOMTNCNENJNMNYOHORPASCSDTNTXUTVAWAWIWY
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.
Michael Paulus - Financial Advisor | TrueAdvisor