Vanessa Odile Wagner

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

• 01/2012 → 01/2023
  Transamerica Financial Advisors, Inc
  Johns Creek, GA
• 08/2013 → 12/2022
  Extra Medium Llc
  Austin, TX
• 11/2015 → 09/2020
  Rental Property
  Austin, TX
• 06/2019 → 12/2022
  Summit For Someone
  Golden, CO
• 01/2020 → 12/2022
  Core Power Yoga
  Boulder, CO
• 01/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2023 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 01/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2023 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2024 → 02/2025
  Lulu Quelle Surprise Llc, Dba Lulu'S Cottage
  Loveland, CO

Previous Registrations

• 2018-10-29 → 2023-01-18
  Transamerica Financial Advisors, Llc
  Philadelphia, PA
  Duluth, GA
  St. Petersburg, FL
  St Petersburg, FL
  Newman, CA
  St Petersburg, FL
  Johns Creek, GA
• 2005-04-14 → 2006-03-30
  Ameriprise Financial Services, Llc
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2005-02-24