Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • MN RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

130 Cheshire Ln Suite 105, Minnetonka, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Wealth Services, Llc El Segundo CA 01/2013 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Other Businesses

(1) NAME OF OTHER BUSINESS: BENNETT, MASTIN, KOSMAK, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: CEO, START DATE: 02/17, APPROX NUMBER OF HOURS PER MONTH: 100, BRIEF DESCRIPTION OF DUTIES: SELL FINANCIAL SERVICES, BUSINESS DEVELOPMENT, COACHING AND SUPPORT; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; (3) NAME OF OTHER BUSINESS: BENNETT FINANCIAL GROUP, INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL CONSULTING, POSITION/TITLE/RELATIONSHIP: PRESIDENT, BRIEF DESCRIPTION OF DUTIES: FINANCIAL CONSULTING SERVICES, INSURANCE SERVICES AND MORTGAGE REFERRALS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-11
S63 Uniform Securities Agent State Law Examination 1988-12-21
  • S66 Uniform Combined State Law Examination
    2017-05-11
  • S63 Uniform Securities Agent State Law Examination
    1988-12-21
Other Names
  • Angus John Bennett

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Minnetonka, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor