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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-21
TX RA APPROVED_RES 2024-03-21
  • CO RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED_RES
    Since 2024-03-21

Branch Locations

760 Whalers Way, A201, Fort Collins, CO 80525 • United States

Windsor, CO • 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
The Planning & Investment Center, Inc Fort Collins CO 04/2001 09/2018
Cetera Advisors Llc Denver CO 01/2012 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
Visionary Wealth Management Windsor CO 09/2025 Present
  • 04/2001 → 09/2018
    The Planning & Investment Center, Inc
    Fort Collins, CO
  • 01/2012 → Present
    Cetera Advisors Llc
    Denver, CO
  • 03/2024 → Present
    Schaumburg, IL
  • 09/2025 → Present
    Visionary Wealth Management
    Windsor, CO
Other Businesses

1.CHERYL L KING, START 06/01/11, 607 MEADOW DR, WINDSOR, CO, 80550, UMPIRING AND VOLLEYBALL OFFICIATING, 10-20/HR, $30-$50/GAME. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2017; APX NUMBER OF HOURS PER WEEK: 36; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES; 3. NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 07/2018; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE SIGNATURES; 4. NAME OF OTHER BUSINESS: RENTAL PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: 8511 MUMMY RANGE DR, FORT COLLINS, CO 80528; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: MAINTAIN PROPERTIES; 5. NAME OF OTHER BUSINESS: MILLENNIUM FINANCIAL GROUP ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: VISIONARY WEALTH MANAGEMENT. INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: ENTITY TO MANAGE EXPENSES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-04
  • S66 Uniform Combined State Law Examination
    2009-02-04
Other Names
  • Cheryl Lynn Jones
  • Cheryl Lynn Jones

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