Mark M Nakamitsu

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

• 04/2014 → 06/2022
  Fidelity
  Minnetonka, MN
• 07/2018 → 06/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2022 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 06/2022 → Present
  Cetera Investment Advisers Llc
  Edina, MN

Previous Registrations

• 2018-07-13 → 2022-06-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-06-19 → 2018-07-13
  Strategic Advisers Llc
  Minnetonka, MN
  Oakdale, MN
  Oakdale, MN
• 2005-04-19 → 2008-05-14
  Rbc Capital Markets, Llc
  Minneapolis, MN
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2002-05-10

Designations

• Certified Financial Planner