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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Indianapolis | IN | 06/2006 | 02/2025 |
| Scott Finanical Organization | Warsaw | IN | 09/2016 | 06/2019 |
| (Dba) White Wealth Management | Indianapolis | IN | 06/2006 | Present |
| Cetera Wealth Services, Llc | Indianapolis | IN | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) WHITE WEALTH MANAGEMENT; Investment Related; Indianapolis, IN; Insurance and Investments; Financial Professional; Start Date 06/2006; 160 hours per month; Comprehensive financial planning services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-31 |
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