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 2023-11-17
MT RA APPROVED 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-11-17
  • MT RA
    APPROVED
    Since 2023-06-29

Branch Locations

208 S Merrill Avenue, Glendive, MT 59330 • 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
Culver Insurance Glendive MT 06/2001 Present
Melonie J. Beeler, Llc Glendive MT 04/2013 Present
Voya Financial Advisors Glendive MT 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Culver Insurance Advisors, Inc Glendive MT 11/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Curtain Call Llc Glendive MT 10/2023 Present
Culver Financial Advisors, Llc, Glendive MT 05/2025 Present
  • 06/2001 → Present
    Culver Insurance
    Glendive, MT
  • 04/2013 → Present
    Melonie J. Beeler, Llc
    Glendive, MT
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Glendive, MT
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 11/2021 → Present
    Culver Insurance Advisors, Inc
    Glendive, MT
  • 06/2023 → Present
    Schaumburg, IL
  • 10/2023 → Present
    Curtain Call Llc
    Glendive, MT
  • 05/2025 → Present
    Culver Financial Advisors, Llc,
    Glendive, MT
Previous Registrations
  • 2003-10-09 → 2021-06-09
    Billings, MT
    Glendive, MT
    Glendive, MT
    Glendive, MT
    Glendive, MT
    Midvale, UT
    Glendive, MT
    Washougal, WA
Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 208 S MERRILL AVE; GLENDIVE; MT; 59330; FIXED INSURANCE AGENT; INDEPENDENT INSURANCE AGENT; 6/5/2008; 40; 40; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: CURTAIN CALL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RESIDENTIAL RENTAL PROPERTY LISTED UNDER A SEPARATE LLC; 3. NAME OF ENTITY: M&J Properties; No; 208 S MERRILL AVE; GLENDIVE; MT; 59330; rental property; OWNER; 7/15/2010; 1; 0; manage property 4. NAME OF OTHER BUSINESS: CULVER FINANCIAL ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5.NAME OF ENTITY: Culver Insurance; No; 208 S MERRILL AVE; GLENDIVE; MT; 59330; Fixed Insurance Products; Independent Insurance Agent; 1/1/2005; 80; 60; Sale Fixed, Health and Crop Insurance products. 6. NAME OF OTHER BUSINESS: CULVER INSURANCE ADVISORS, INC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE AGENCY, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 20, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR CROP, HEALTH, AND LIFE INSURANCE SALES 7. NAME OF OTHER BUSINESS: GLENDIVE LIONS; INVESTMENT RELATED: NO; ADDRESS: PO BOX 366 GLENDIVE, MT 59330; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RUN MEETINGS, ORGANIZE SERVICE ACTIVITIES AND FUNDRAISING EVENTS FOR THE COMMUNITY; 8. NAME OF OTHER BUSINESS: MELONIE J BEELER ; INVESTMENT RELATED: NO; ADDRESS: 2771 CHIPSHOT GREEN VALLEY, AZ 85614; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OPERATE AND RENT RESIDENTIAL PROPERTY;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-08
S63 Uniform Securities Agent State Law Examination 2002-03-20
  • S66 Uniform Combined State Law Examination
    2003-10-08
  • S63 Uniform Securities Agent State Law Examination
    2002-03-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Glendive, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor