JS
CFP
JS
CFP

Jenna Siverson

15 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Jenna Siverson is a CFP-designated registered investment advisor, based in Minneapolis, MN, with 15 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

Jenna is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance since 2012, dedicating a few hours per week. She is also a financial professional for Gifford Financial since April 2024, spending about full-time hours there.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cri Securities, LLC
January 2014 - October 2021 · 7 yrs 9 mos
Securian Financial Services, INC.
November 2013 - August 2023 · 9 yrs 9 mos
Securian Financial Services, INC.Broker
December 2010 - August 2023 · 12 yrs 8 mos
Cri Securities, LLCBroker
December 2010 - October 2021 · 10 yrs 10 mos
State Registrations11 states
CAGAMAMDMNNDNMPATXWAWI
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.
Jenna Siverson - Financial Advisor | TrueAdvisor