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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • LA RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

9191 Siegen Ln Bldg 6 Ste B, Baton Rouge, LA 70810 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Billion Dollar Mentoring Baton Rouge LA 01/2006 Present
Voya Financial Advisors Des Moines IA 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
La Bon Vie, I, Llc Prairieville LA 08/2019 Present
  • 01/2006 → Present
    Billion Dollar Mentoring
    Baton Rouge, LA
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Des Moines, IA
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 08/2019 → Present
    La Bon Vie, I, Llc
    Prairieville, LA
Previous Registrations
  • 2007-01-29 → 2021-06-09
    Des Moines, IA
    Red Oak, IA
    Baton Rouge, LA
    Des Moines, IA
    Windsor, CT
    West Des Moines, IA
Other Businesses

1) NAME OF ENTITY: Menard Financial Group, LLC; Yes; 9191 SIEGEN LANE BLDG 6 STE B; BATON ROUGE; LA; 70610; S-corp; Owner; 3/1/2005; 40; 0; S-Corp for tax purposes only.| 2) NAME OF ENTITY: Oil/ Gas Lease; No; ; ; ; ; oil/ gas lease of property; landowner; 6/14/2011; 0; 0; | 3) NAME OF ENTITY: Timber Harvesting; No; ; ; ; ; timber harvesting off property; landowner; 7/26/2011; 0; 0; paid by ton of trees harvested6 month agreement paid to Ronald Menard| 4) NAME OF ENTITY: R & C Real Estate Holdings LLC; No; PO BOX 83808; BATON ROUGE; LA; 70809; Landlord; Co-owner with wife; 10/6/2005; 4; 4; Rent property| 5) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 9191 SIEGEN LANE BLDG 6 STE B; BATON ROUGE; LA; 70610; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2006; 160; 160; SALE OF FIXED INSURANCE PRODUCTS| 6) NAME OF OTHER BUSINESS: MENARD WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7) NAME OF OTHER BUSINESS: LA BON VIE, I, LLC; INVESTMENT RELATED: NO; ADDRESS: 18279 MAGNOLIA OAKS DRIVE PRAIRIEVILLE, LA 70769; NATURE OF BUSINESS: LIABILITY PROTECTION; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: MANAGER/MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROPERTY MAINTENANCE;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-15
S63 Uniform Securities Agent State Law Examination 2006-03-17
  • S65 Uniform Investment Adviser Law Examination
    2006-11-15
  • S63 Uniform Securities Agent State Law Examination
    2006-03-17
Other Names
  • Ron Menard
  • Ronald Wayne Menard

View on SEC IAPD

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