Anthony Krncevic

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

• 07/2014 → 05/2022
  Savage & Associates
  Maumee, OH
• 06/2022 → 07/2022
  No Employment
  Toledo, OH
• 07/2022 → 09/2025
  Avantax Investment Services, Inc.
  Toledo, OH
• 07/2022 → 09/2025
  Avantax Advisory Services
  Toledo, OH
• 08/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CA
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dallas, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-07-27 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Toledo, OH
• 2014-11-06 → 2022-05-19
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Maumee, OH
• 2011-07-19 → 2014-06-18
  Pnc Wealth Management Llc
  Mentor, OH
  Cleveland, OH
  Cleveland, OH
• 2010-04-15 → 2011-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toledo, OH
  Toledo, OH

Other Businesses

1) TOLEDO CARS & COFFEE POSITION: Organizer NATURE: Personal activity involving a hobby. No entity exists. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018; ADDRESS: 2928 Meadowwood Dr., Toledo OH 43606, United States; DESCRIPTION: I organize monthly car shows and social gatherings for automobile enthusiasts and collectors under the name of Toledo Cars & Coffee. No entity exists; it is done as a personal activity. I am disclosing it because our gatherings have a public image. 2) ST. JEROME PARISH, CLEVELAND OHIO POSITION: Finance Council Member NATURE: Volunteer member of the finance council for a Catholic parish. Non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2014; ADDRESS: 15000 Lakeshore Blvd., Cleveland OH 44110, United States DESCRIPTION: Review budget and expenses of the church and school. Oversight of the parish spending. No investment advice given, no check signing authority. 3) NAME OF OTHER BUSINESS: CLEVELAND LIGHT KEEPERS COLLECTIVE; INVESTMENT RELATED: NO; ADDRESS: 1486 ORCHARD GROVE AVE, LAKEWOOD, OH 44107; NATURE OF BUSINESS: BOARD; START DATE: 9/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ASSIST BOARD ON MATTER PERTAINING TO THE PRESERVATION/RESTORATION OF LIGHTHOUSE;

Exams

• S66 Uniform Combined State Law Examination
  2010-04-10

Other Names

• Tony Krncevic