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Robert Jean Luna

Cetera Investment Advisers LLC

Omaha, NE

CRD 4204268

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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:

Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-05-18
  • NE RA
    APPROVED
    Since 2026-05-18

Branch Locations

1121 N. 102Nd Ct Suite 202, Omaha, NE 68114 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Investment Services Llc St Cloud MN 05/2026 Present
Cetera Investment Advisers Llc Omaha NE 05/2026 Present
Rob Randels Omaha NE 02/2017 09/2022
Northwestern Mutual Investment Services Llc Omaha NE 02/2017 09/2022
Unemployed Avoca IA 12/2015 01/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2017 09/2022
Ameriprise Financial Services, Llc Des Moines IA 09/2022 05/2026
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-31
S63 Uniform Securities Agent State Law Examination 2011-03-10
  • S65 Uniform Investment Adviser Law Examination
    2014-10-31
  • S63 Uniform Securities Agent State Law Examination
    2011-03-10
Other Names
  • Bob Luna
  • Robert Jean Luna
  • Robert Jean Luna
  • Robert J Luna
  • Bob Jean Luna
  • Bob J. Luna
  • Bob Luna
  • Robert J Luna

View on SEC IAPD

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