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
TX RA APPROVED_RES 2025-04-01
MT RA APPROVED 2025-02-20
  • TX RA
    APPROVED_RES
    Since 2025-04-01
  • MT RA
    APPROVED
    Since 2025-02-20

Branch Locations

2101 Broadwater Avenue Suite 101, Billings, MT 59102 • 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
Concourse Financial Group Securities Inc Billings MT 05/2010 02/2025
Cetera Wealth Services, Llc Billings MT 02/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2025 Present
  • 05/2010 → 02/2025
    Concourse Financial Group Securities Inc
    Billings, MT
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Billings, MT
  • 02/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2010-06-07 → 2025-02-20
    Concourse Financial Group Securities, Inc.
    Billings, MT
    Birmingham, AL
    Billings, MT
    Birmingham, AL
  • 2008-08-20 → 2010-05-21
    Uvest Financial Services Group, Inc.
    Spokane, WA
    Billings, MT
    Spokane, WA
    Chicago, IL
  • 2008-02-08 → 2008-08-21
    First Wall Street Corp.
    Billings, MT
    Billings, MT
    La Jolla, CA
  • 2005-12-06 → 2007-11-28
    Msi Financial Services, Inc.
    Billings, MT
    Springfield, MA
    Springfield, MA
    Greenwood Village, CO
  • 2002-04-15 → 2005-12-31
    Metlife Investment Fund Services Llc
    Alpharetta, GA
Other Businesses

RONDA S SMITH FINANCIAL SERVICES INC dba RONDA SMITH & ASSOCIATES; Investment Related; 2101 Broadwater Avenue, Suite 101, Billings MT 59102; Insurance and Financial Services; President; Start Date 05/2012; 40 hours per month with all hours per month occurring during trading hours; Sales and service of investment and insurance products and services. >> BROADWATER BUILDING; Non-Investment Related; 2101 Broadwater Avenue, Suite 101, Billings MT 59102; Commercial Rental Property; Owner; Start Date 03/2019; 1 hour per month with no hours per month occurring during trading hours; Commercial real estate rental. >> RENTAL PROPERTY; Non-Investment Related; Billings, MT; Rental Property; Owner/Landlord; Start Date 06/2020; 5 hours per month with no hours per month occurring during trading hours; I own, manage and maintain a rental home offered for rent via Air BnB and VRBO. >> CITY OF BILLINGS ANIMAL CONTROL BOARD; Non-Investment Related; 210 N 27th Street, Billings, MT 59101; City Council Department Board Member; Start Date 01/2021; 1 hour more or less per month with no hours per month during trading hours; Work with other board members in regard to the operation of the animal shelter and pound facilities including sanitation and financial efficiencies as well as in the formulation of policies and regulations and the implementation of those. >> POA; Non-Investment Related; Billings, MT; Other; Power of Attorney (POA); Start Date 01/2008; No hours per month; I hold power of attorney for my mother.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-24
S63 Uniform Securities Agent State Law Examination 1999-09-10
  • S65 Uniform Investment Adviser Law Examination
    1999-09-24
  • S63 Uniform Securities Agent State Law Examination
    1999-09-10
Other Names
  • Ronda Beeler
  • Ronda Beeler

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Billings, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor