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Wesley Sharp

12 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Wesley Sharp is a registered investment advisor, based in Minneapolis, MN, with 12 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

Wesley works as an independent contractor author, dedicating minimal time to this activity. He also works as an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance, and as a financial professional for North Star Resource Group, spending about a quarter of his time on the latter.

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.
December 2013 - August 2023 · 9 yrs 8 mos
Cri Securities, LLC
December 2013 - October 2021 · 7 yrs 10 mos
Securian Financial Services, INC.Broker
May 2013 - August 2023 · 10 yrs 3 mos
Cri Securities, LLCBroker
May 2013 - October 2021 · 8 yrs 5 mos
State Registrations40 states
AKALARAZCACTDCFLGAHIIAIDILINKSKYMAMDMEMIMNMONCNENJNMNYOHORPARISCSDTNTXUTVAVTWAWI
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.
Wesley Sharp - Financial Advisor | TrueAdvisor