Curt John Karas

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

• 08/1993 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2014 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2018 → Present
  Assessor - Township Of Sugar Grove
  Sugar Grove, IL

Other Businesses

1) CURT KARAS, CPA, NOT INVEST REL, SAME AS REGISTERED ADDRESS, TAX/BOOKKEEPING WITH LIMITED POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS, STARTED 6/93 - WORK 40-70 HRS/WK, OWNER. 2) NAME OF OTHER BUSINESS: ASSESSOR - TOWNSHIP OF SUGAR GROVE; INVESTMENT RELATED: NO; ADDRESS: 54 SNOW STREET, SUGAR GROVE, IL 60554; NATURE OF BUSINESS: PROPERTY ASSESSMENT; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: TOWNSHIP ASSESSOR; APX NUMBER OF HOURS PER WEEK: 10-20; APX NUMBER OF HOURS DURING TRADING HOURS: 10-20; BRIEF DESCRIPTION OF DUTIES: ASSESS PROPERTY IN SUGAR GROVE TOWNSHIP 3) NAME OF OTHER BUSINESS: SUGAR GROVE KIWANIS ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 06/2021 ; POSITION/TITLE/RELATIONSHIP: TREASURER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING ; 4) NAME OF OTHER BUSINESS: SUGAR GRAVE CEMETERY ASSOCIATION, INVESTMENT RELATED: NO, ADDRESS: 54 SNOW STREET SUGAR GROVE, IL 60554 NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: TREASURER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING; 5) NAME OF OTHER BUSINESS: KIWANIS OF SUGAR GROVE TOWNSHIP FOUNDATION; INVESTMENT RELATED: NO ; ADDRESS: 1930 ANNETTES CIRCLE SUGAR GROVE, IL 60554; NATURE OF BUSINESS: ACCOUNTING AND TAX PREPARATION; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BANKING, BILL PAY, RECONCILE ACCOUNT, PREPARE FINANCIAL STATEMENTS, FILE ANNUAL REPORTS, REPORT TO DIRECTORS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-20
• S63 Uniform Securities Agent State Law Examination
  2000-08-21