Timothy A Burress

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

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. SOLID ROCK FINANCIAL PLANNING, PLC, (SAME ADDRESS AS OFFICE), SAME AS REGISTERED LOCATION, DBA FOR FIXED INSURANCE, AND FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: TONTITOWN CITY COUNCIL, INVESTMENT RELATED: NO, ADDRESS: 235 EAST HENRI DE TONTI, TONTITOWN, AR 72762, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2020, POSITION/TITLE/RELATIONSHIP: MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY MEETINGS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-03
• S63 Uniform Securities Agent State Law Examination
  2005-09-30
• S66 Uniform Combined State Law Examination
  1999-11-23