Tamara Jo Flanigan

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

• 06/1985 → Present
  The Security National Bank (Mapleton)
  Mapleton, IA
• 08/2005 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 04/2016 → Present
  Cetera Investment Advisors Llc
  Mapleton, IA

Other Businesses

1.) NEW PERSONAL BANKER-DEPOSITS, OPENING/CLOSING ACCOUNTS & OTHER BANK DUTIES. 2.) MAPLE VALLEY-ANTHON OTO SCHOOL FOUNDATION-TREASURER-DUAL SIGNERS. 3.) FLANIGAN BROS. INC- FAMILY FARMING BUSINESS. 4.) ABILITY TO REFER BUSINESS TO THE TRUST/WEALTH MANAGEMENT AREA OF THE BANK. TRUST/WEALTH MANAGEMENT AREA COMPENSATES FOR SUCH REFERRALS. 5.) BOARD MEMBER FOR ST THERESE OF LISIEUX PARISH

Exams

• S66 Uniform Combined State Law Examination
  2016-04-25
• S63 Uniform Securities Agent State Law Examination
  1996-10-01

Other Names

• Tammy Flanigan
• Tamara J Flanigan