SB
Sonja D. Bjork
CETERA INVESTMENT ADVISERS LLC
EDEN PRAIRIE, MN 55344
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CRD#: 2591096
SB
Professional summary
Sonja Dianne Bjork, who also goes by Sonja Dianne Hengesteg, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Eden Prairie, Minnesota and CETERA WEALTH SERVICES, LLC located in Plymouth, Minnesota.
Sonja is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Sonja has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sonja Dianne Hengesteg
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NAME OF ENTITY:GIRL SCOUTS OF AMERICA TROOP #18030; No; 1001 HIGHWAY 7; HOPKINS; MN; 55305; NON-PROFIT ORGANIZATION; CO-LEADER; 6/30/2017; 2; 0; READ LEADERSHIP TRAINING MATERIALS FOR THE MONTH;S LEADERSHIP LESSONS AND HELP LEADER AND OTHER CO-LEADER LEAD.| 2) NAME OF ENTITY:HIGHVIEW ADVISORS; Yes; 6200 BAKER RD STE 205; EDEN PRAIRIE; MN; 55346; FINANCIAL SERVICES/DBA; FINANCIAL ADVISOR; 9/6/2014; 160; 160; SALE AND SERVICE OF FIXED INSURANCE,SECURITIES AND INVESTMENT PRODUCTS| 3) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 6200 BAKER RD STE 205; EDEN PRAIRIE; MN; 55346; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/6/2014; 40; 40; SALE OF FIXED INSURANCE PRODUCTS.| 4) NAME OF ENTITY: Marshwinds Toastmasters club #7179; No; 15000 Minnetonka Blvd; Minnetonka; MN; 55345; Non-Profit Organization; Vice President Public Relations; 7/1/2019; 2; 2; PROMOTE THE CLUB TO THE LOCAL COMMUNITY TRHOUGH NEWSPAPERS, SOCIAL MEDIA, AND COMMUNITY NETWORKS.| 5) NAME OF ENTITY: Lake Effect BNI chapter; No; 1100 Eastman Ln; Wayzata; MN; 55391; Networking; Mentor Coordinator; 10/24/2019; 1; 1; Introduce them to a mentor within the chapter and be available for questions along the way.| 6) NAME OF ENTITY: CarlsonSV; No; 5801 Duluth St, Suite 360; Golden Valley; MN; 55422; Marketing, Training and Administration; Trainer; 1/4/2021; 120; 110; Providing Sales Training to Reps| 7) NAME OF ENTITY:CSV Financial Advisors LLC; Yes; 5801 Duluth St, Suite 360; Golden Valley; MN; 55422; Financial Services/dba; Financial Advisor; 1/4/2021; 120; 100; Financial Advisor to any of the referrals that come to me as representative of CSV Financial Advisors, LLC. (i.e. prospect contacts resulting from referrals from Carlson SV tax office CPAs or employees, or referrals from their clients.)| 8) NAME OF OTHER BUSINESS: DBA CSV FINANCIAL ADVISORS, LLC WITH RESOURCE REDISCOVERINGU.COM; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION - ZOOM; NATURE OF BUSINESS: WEBINAR AND BLOG; START DATE: 2/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: PROVIDE Q & Q RESOURCE ON QUARTERLY WEBINAR AND BLOG APPROVED MESSAGES;
CRS (Client Relationship Summary) - RIA
Click below to view Sonja Dianne Bjork's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6385 Old Shady Oak Road Suite 250, Eden Prairie, MN 55344Office #2: 505 Highway 169 N Suite 100, Plymouth, MN 55441RIA
CRD#: 105644
EDEN PRAIRIE, MN
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 505 Highway 169 N Suite 100, Plymouth, MN 55441Office #2: 6385 Old Shady Oak Road Suite 250, Eden Prairie, MN 55344BD
CRD#: 13572
Plymouth, MN
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
September 24, 2014 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
EDEN PRAIRIE, MN
Past
May 6, 2014 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
EDEN PRAIRIE, MN
Past
August 27, 2012 - April 28, 2014
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
NEWARK, NJ
Past
August 10, 2001 - April 5, 2012
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
MAPLE GROVE, MN
Past
April 5, 1995 - January 6, 2000
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/28/2025)
RR
Colorado(6/9/2021)
RR
Florida(5/30/2023)
RR
Georgia(6/9/2021)
RR
Iowa(6/9/2021)
RR
Kansas(1/16/2025)
RR
Minnesota(6/9/2021)
IAR
Minnesota(6/29/2023)
RR
Missouri(6/9/2021)
RR
Montana(4/10/2024)
RR
North Dakota(8/28/2024)
RR
Ohio(11/17/2022)
RR
Oregon(4/16/2025)
RR
Pennsylvania(10/10/2025)
RR
Wisconsin(6/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
