William Dennis Eckert

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2013 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 08/2013 → 10/2022
  Strategic Financial Partners
  Colorado Springs, CO
• 11/2022 → Present
  Renaissance Financial Group
  Overland Park, KS
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Overland Park, KS
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-08-21 → 2023-08-10
  Securian Financial Services, Inc.
  Leawood, KS
  Colorado Springs, CO
  Leawood, KS
  Overland Park, KS
  St. Louis, MO
  St. Paul, MN
• 2004-10-05 → 2013-08-15
  Hornor, Townsend & Kent, Llc
  Leawood, KS
  Colorado Springs, CO
• 1997-09-16 → 2004-09-17
  New England Securities
  Overland Park, KS

Other Businesses

1) KAMO ADVENTURES INC POSITION: Officer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2012 ADDRESS: , Leawood KS , United States DESCRIPTION: Officer 2) UNIVERSITY OF KANSAS POSITION: Volunteer NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS: , Leawood KS , United States DESCRIPTION: Volunteer 3) NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: November 2022 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: September 2004 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 5) NAME OF OTHER BUSINESS: WILLIAM D ECKERT II; INVESTMENT RELATED: NO; ADDRESS: 4000 W 114TH ST, STE 180, LEAWOOD, KS 66211; NATURE OF BUSINESS: SUBLEASE AGREEMENT; START DATE: 9/2023; POSITION/TITLE/RELATIONSHIP: N/A; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: I HAVE LEASED THIS PROPERTY TO A SUB-TENANT FOR THE DURATION OF THE INITIAL LEASE 2/28/2029. I HAVE NO OTHER MANAGEMENT RESPONSIBILITIES; 6) NAME OF OTHER BUSINESS: WILLIAM D ECKERT II AND SHANTHI G ECKERT; INVESTMENT RELATED: NO; ADDRESS: 21735 TAYLOR RD, LA CYGNE, KS 66040; NATURE OF BUSINESS: FARMLAND RENTAL; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENT OUT 17 ACRES OF BROME HAY TO A LOCAL FARMER TO FERTILIZE, CUT, BALE, & HARVEST; 7) NAME OF OTHER BUSINESS: BILL ECKERT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PUBLIC SPEAKING/EDUCATION; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: SPEAKER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SPEEKING TO A GROUP OF CERTIFIED FUNDRAISING EXECUTIVES AND PROVIDING AN HOUR OF CONTINUNING EDUCATION CREDIT, CHARITABLE GIVING ADVISE; 8) NAME OF OTHER BUSINESS: CHARITABLE GIVING KANSAS CITY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CHARITABLE GIVING STRATEGIES; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: PRESENTER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SHARE CHARITABLE GIVING STRATEGIES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-02
• S63 Uniform Securities Agent State Law Examination
  1995-06-12

Other Names

• William Dennis Eckert