Steven Joseph Wilhusen

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

• 02/2010 → 01/2024
  Woodbury Financial Services
  Chicago, IL
• 01/2024 → 12/2024
  Osaic Wealth, Inc.
  Northbrook, IL
• 12/2024 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 12/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Steven Wilhusen Financial Advisor Llc
  Northbrook, IL

Previous Registrations

• 2024-01-19 → 2024-12-12
  Osaic Wealth, Inc.
  Northbrook, IL
  Northbrook, IL
• 2010-02-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Chicago, IL
  Oakbrook Terrace, IL
  Northbrook, IL
  Glenview, IL
• 2005-07-06 → 2010-02-22
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
• 2003-09-22 → 2005-07-06
  Banc One Securities Corporation
  Chicago, IL

Other Businesses

1. NAME OF OTHER BUSINESS: HALSTED HUBBARD CONDO ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 814 W HUBBARD, #3 CHICAGO, IL 60642 NATURE OF BUSINESS: HOA START DATE: 01/2022 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: SECRETARY BRIEF DESCRIPTION OF DUTIES: VOTE ON ISSUES RELATED TO THE BUILDING OF MY RENTAL PROPERTY, HELP ADMINISTER MEETINGS 2. NAME OF OTHER BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: 814 W HUBBARD, #3 CHICAGO, IL 60642 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 07/2022 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: HOME MAINTENANCE 3. NAME OF OTHER BUSINESS: MAPPA WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: PARTNER BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS. 4. NAME OF OTHER BUSINESS: MARKET RESEARCH SURVEYS INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: MARKET RESEARCH START DATE: 09/2018 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS:1 POSITION/TITLE/RELATIONSHIP: SURVEY PARTICIPANT BRIEF DESCRIPTION OF DUTIES: PROVIDING FEEDBACK ON SURVEYS 5. NAME OF OTHER BUSINESS: STEVEN WILHUSEN FINANCIAL ADVISOR LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2001-03-22
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Designations

• Chartered Financial Consultant

Other Names

• Steve Wilhusen
• Steve Joseph Wilhusen